Critics of The Future of Financial Advice (FoFA) Bill - the Australian government's attempt to reform its retail investment distribution market - say it will decimate the nation's adviser numbers and orphan millions of clients, in a stirring echo of some...
The Financial Services Authority (FSA) has fired a warning shot at firms who have yet to begin transitioning to adviser charging, branding them a "big concern".
Advisers who avoid talking about products during client meetings improve their sales by 80% on average, according to Strategic Coach's Dan Sullivan.
Mark Lisle, compliance manager at Rowanmoor Pensions, on why RDR is not a panacea for consumer protection
In the fourth of a six-part series on preparing for RDR, Bruce Moss, strategy director at Advisa Centa, offers some advice on determining your clients' attitude to risk.
Alasdair Pal discovers how to identify and advise a specialist group of clients...
The European Commission's draft Markets in Financial Instruments Directive (MiFID) II would, if implemented, ban platforms from issuing fees to discretionary fund managers (DFMs), which would have to come direct from clients.
The insurance sector has been chastised for not engaging well enough with politicians and advisers have been urged to lobby their MPs.
More than 150 UK domiciled funds - equivalent to 12% of the total universe of funds today - have raised annual management fees over the past decade, a new Lipper study has revealed.