RDR
Tools
Risk-profiler FinaMetrica is to set up a UK-based sales team in a bid to grow its customer base.
27 February 2012
•
RDR
Sanlam UK has inked a deal with Statehouse Financial Management which will see the Wiltshire-based firm adopt Sanlam's hybrid advice model.
24 February 2012
•
Regulation
The FSA's acting enforcement head, Tracey McDermott, has said the financial services industry is failing to heed the lessons of previous failures and "has no-one but itself to blame" for low consumer confidence in the sector.
23 February 2012
•
Economics / Markets
Wealth manager St James's Place (SJP) is rolling out "minimum service standards" for its advisers to ensure trail commission and ongoing fees are being levied fairly.
23 February 2012
•
RDR
As the deadline for the Retail Distribution Review swiftly approaches, Helen Morrissey looks at how prepared advisers are and asks what support they are being offered.
22 February 2012
•
RDR
The Association of British Insurers (ABI) has successfully resolved a conflict with Her Majesty's Revenue and Customs (HMRC) over the rules around adviser charging on annuity business.
22 February 2012
•
Your profession
About two years ago, a retired ‘adviser’ invited me for lunch. He wanted to discuss today’s advisory market and compare it with his 1970s “heyday” (with Sun Alliance & London). I accepted.
22 February 2012
•
Your profession
Rachel Dalton finds out why more adviser firms are turning to white label SIPPs to boost their service proposition.
22 February 2012
•
RDR
Industry figures have raised concerns over Her Majesty's Revenue and Customs' (HMRC's) stance on adviser charging on annuity business.
22 February 2012
•
