TCF

A financial aggregation service claiming to herald a "revolution" in client data-gathering has launched amid a surge of FSA fines for failing to comply with the "know your client" rule.

AT8's Loosmore reviews Prestwood Software

Stewart Dick discusses the issues advisers need to bear in mind when carrying out pension transfers

Advisers and consumers should complete thorough due diligence before investing in ETFs or passive funds, TCF Investment warns.

AT8's Mark Loosmore begins a series of reviews of practice management systems. This week he discovers a portal with potential.

Paul Avis makes the case for protecting individuals being best served through employer sponsored support

Jon Sadler discusses the importance of engaging regularly with clients.

Jim Reeve, chief executive of national IFA Positive Solutions, this week moved to quell partners' fears of a company-wide legacy business review he admits will "likely" lead to at least some client redress.

A TCF framework provides a useful structure for advisers to navigate RDR choices, writes David Norman of TCF Investments.

Clients could face fresh costs post-RDR unless the FSA implements guidelines on how providers deal with Letters of Authority (LoAs), advisers warn.