Restricted advice

Zurich UK Life has recruited 20 staff from rival platforms as it prepares to launch its retail platform later this year.

In the third of a six-part special on preparing for RDR, Danny Wynn, director of platforms and policy at Legal & General, examines what going 'restricted' really means.

The Personal Finance Society yesterday issued its interpretation of the rules regarding the status of advice post-retail distribution review(RDR).

The Association of Independent Financial Advisers (AIFA) is to extend membership rights beyond IFAs as it adapts to upcoming regulatory changes.

AIFA's decision to embrace restricted advisers has gone down like a lead balloon with the industry's twitterati, with one adviser preferring Tesco to his own trade body.

Karen Barrett, chief executive of Unbiased.co.uk, tells the BBC what consumers can expect from upcoming changes in the financial advice sector...

Last night's Panaroma expose on financial advice within banks certainly got our readers talking.

Heard the one about the financial adviser who can assess your risk profile by looking into your eyes?

The restricted versus independent debate has polarised industry opinion. Maria Merricks talks to three industry experts with conflicting views...

Relationships between IFAs and solicitors could be damaged by a lack of knowledge of unregulated collective investment schemes (UCIS).