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RDR

Protection

Around the world: Online distribution in USA

How will people buy insurance in future? Greg Becker visits the US for developments in online distribution.

clock 20 January 2012 •

RDR

FSA confirms ICAEW and PMI as accredited bodies

The Financial Services Authority (FSA) has awarded accredited body status to the Institute of Chartered Accountants in England and Wales (ICAEW) and the Pensions Management Institute (PMI).

clock 20 January 2012 •

Wrap/platforms

Cofunds links with Barclays in stock trading venture

Cofunds has appointed Barclays Stockbrokers as exclusive provider of its new stock trading service.

clock 20 January 2012 •

RDR

SJP: You're misguided if you think we're sales driven

St James's Place (SJP) has rejected accusations that the company is sales-driven.

clock 19 January 2012 •

Regulation

Legacy commission ban: Concern over fund switches

Banning trail commission on fund switches - as the FSA hinted it may do - goes against the spirit of treating customers fairly, advisers say.

clock 19 January 2012 •

RDR

Quarter of firms yet to review client offering

A quarter of advisory businesses have not yet reviewed their client propositions with the retail distribution review (RDR) in mind, research suggests.

clock 19 January 2012 •

RDR

Comment: Will the public ever accept an invoice for advice?

Will the public ever accept an invoice for financial advice? Mark Lisle, compliance manager at Rowanmoor Pensions, says a new form of polarisation appears to be evolving…

clock 19 January 2012 •

Your profession

Be RDR Ready: Some last minute exam and gap-fill tips

Yet to complete your Level 4 or gap-fill requirements? There's still time, finds Charlotte Richards...

clock 19 January 2012 •

Your profession

Hungry and outspoken: Meet five young gun advisers

Rahul Odedra meets five young gun advisers already making a name for themselves in financial services…

clock 19 January 2012 • 3 min read

Investment

Aegon: Ending trail on fund switches would be 'disastrous'

Insurer Aegon has warned of the "disastrous" ramifications of removing trail commission following a fund switch - a move the FSA hinted at in its latest consultation paper on legacy commission.

clock 16 January 2012 •
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