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Restricted advice

Economics / Markets

This week's news... condensed

CONDENSED NEWS

clock 13 April 2012 •

RDR

Eight out of ten advisers will be restricted - research

Eight out of ten advisers could move to a restricted advice model after the retail distribution review (RDR), recent findings suggest.

clock 10 April 2012 •

Wrap/platforms

Aviva wrap readies for mass market assault

Aviva has said its retail wrap will target advisers offering restricted and simplified advice propositions as part of a wider assault on the mass market.

clock 04 April 2012 •

Regulation

AIFA: 'free riders' are sabotaging our mission

AIFA policy director Chris Hannant has criticised 'free rider' advisers who back the trade body's efforts and benefit from its work, but don't want to pay for membership.

clock 29 March 2012 •

RDR

Axa Wealth to launch restricted advice model

Axa Wealth is launching a restricted advice offering for advisers looking to move away from independent status.

clock 26 March 2012 •

RDR

Study quashes adviser exit theory

The vast majority of advisers intend to remain in the industry and offer independent advice after 2013, in a sign advisers have "accepted" RDR, research suggests.

clock 26 March 2012 •

RDR

Advisers 'facing client demographic timebomb'

An "alarming" 80% of client assets are from the over-50s age group, according to research.

clock 22 March 2012 •

Investment

Restricted advice not main focus for Standard Life

Standard Life has no "firm plans" to launch its own restricted advice package for IFAs but says the model does have a place in the market.

clock 20 March 2012 •

RDR

Sesame Bankhall: Will consumers pay for independent advice?

Advice firms should not become fixated on remaining independent, network and support service provider Sesame Bankhall has said.

clock 09 March 2012 •

RDR

FSA confirms trainees will not affect firms' independence

The Financial Services Authority (FSA) has confirmed the presence of trainees within an advice firm will not prevent it from holding itself out as independent.

clock 08 March 2012 •
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