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FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

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Restricted advice

Your profession

This week's news… condensed

CONDENSED

clock 31 August 2012 •

RDR

This week's news… condensed

CONDENSED

clock 24 August 2012 •

RDR

This week's news… condensed

CONDENSED

clock 10 August 2012 •

RDR

L&G readies restricted advice solution as profits rise

Insurer Legal & General (L&G) said it is ready to deliver a restricted advice solution for its distribution partners after announcing an increase in half-year profits.

clock 07 August 2012 •

Charging

SJP to strengthen links with discretionary partners

Wealth manager St James's Place (SJP) is offering a range of extra services to strengthen relationships with new and existing clients.

clock 31 July 2012 •

Regulation

Accountants to refer to 'restricted' advisers

The leading accountants' trade body is to redraft its code of ethics and allow members to refer clients to restricted advisers on a case-by-case basis after the Retail Distribution Review (RDR).

clock 23 July 2012 •

Investing in the profession

Sense becomes first network to join SIFA professional

Independent network Sense has become the first network to negotiate a deal with SIFA Professional.

clock 04 July 2012 •

Regulation

Blog: Peter Mann on restricted advice

The Skandia CEO says although the term restricted advice carries negative connotations, it could be the predominant model of advice in five years' time.

clock 20 June 2012 •

RDR

Solicitors urged to consider restricted referrals

Following The Solicitors Regulation Authority's announcement that it will launch a consultation into adviser referrals, one adviser letter to the body urges it to carefully consider the case for restricted advice.

clock 19 June 2012 •

RDR

IFA Centre praises FSA guidance

Trade body the IFA Centre has welcomed the Financial Services Authority (FSA's) finalised guidance on delivering independent and restricted advice.

clock 07 June 2012 •
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