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trail commission

Adviser tips

Masterclass: How to set up a self-directed proposition

Thinking of setting up a D2C offering? This week's masterclass tells you how

clock 24 February 2014 •

Regulation

Adapt and survive: Advice firms embrace change as pressures grow

What’s driving advisers to change the way they work?

clock 20 February 2014 •

Your profession

Adviser charging: Fair or foul?

Adviser charging: How has it affected advisory firms and what is fair for clients, Fiona Murphy asks.

clock 11 February 2014 •

Regulation

Trail commission ban could 'sound death knell' for advisers - Panacea

A ban on pre-Retail Distribution Review (RDR) trail commission threatens to make business unsustainable for nearly half of advisers, according to research from GfK and Panacea Adviser.

clock 28 November 2013 •

Charging

Leave trail commission alone, Scottish Life tells FCA

Trail commission has a "genuine and legitimate place" in adviser remuneration and the Financial Conduct Authority (FCA) would be wrong to ban future payments on undisturbed pre-Retail Distribution Review (RDR) business, according to Scottish Life.

clock 02 October 2013 •

Wrap/platforms

Control freaks: Who should carry out share class conversions?

Are advisers better off leaving fund share class conversions to platforms (as some have suggested), or should they carry it out themselves?

clock 26 September 2013 •

Investing in the profession

Why doubts over trail income are troubling IFA buyers

DEAD END

clock 19 September 2013 •

Wrap/platforms

FundsNetwork will not switch off trail commission before 2016

Fidelity FundsNetwork has assured advisers it has no plans to switch off trail commission before the 2016 deadline.

clock 18 September 2013 •

Charging

Massow transfers client bank of failed trail rebate business

Entrepreneur Ivan Massow has agreed to transfer the client bank of his trail commission rebate business, Paymemy.com, to Clubfinance, in a deal enabling the customers to continue to receive rebates of 75%.

clock 03 September 2013 •

Your profession

Will a ban on legacy commissions create positive consumer outcomes?

The Consulting Consortium client services director Ian Stott asks will a ban on legacy commissions create positive consumer outcomes?

clock 30 August 2013 •
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