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News

Investment

Dedicated AE firm launched to boost adviser market share

A new business set up to help advisers profitably break into the auto-enrolment space is being launched on Monday.

clock 23 October 2013 •

Your profession

Enter your firm for the Professional Adviser Awards 2014

We are inviting advisory firms to enter the Professional Adviser Awards 2014.

clock 23 October 2013 •

Investing in the profession

AFH Financial raises further £500k for acquisitions

Listed IFA AFH Financial has raised a further £500,000 from private investors for acquisitions, although the firm says it has got not targets in mind.

clock 23 October 2013 •

Wrap/platforms

FCA set outs guidance on clean share class transfers

The Financial Conduct Authority (FCA) has set out what it expects from platforms and advisers when transferring investors from pre- to post-RDR unit classes.

clock 23 October 2013 •

Wrap/platforms

Skandia links with Morningstar to ease client portfolio analysis

Skandia has integrated with the Morningstar Adviser Workstation in order to help advisers with client portfolios analysis.

clock 23 October 2013 •

Regulation

FCA outlines the four steps for compliant advice

The Financial Conduct Authority (FCA) is not prescriptive about how firms deliver their services because it knows advice can be given in an "infinite variety of ways" - but it has communicated four steps firms should follow to satisfy its requirements....

clock 23 October 2013 •

Income

Retirees risk losing £33m as annuity brokers 'fail to offer best rates'

Retirees could be missing out on a collective £33m a year if they rely on online annuity brokers as many fail to offer the best possible rates, analysis Key Retirement Solutions (KRS) shows.

clock 23 October 2013 •

Investment

Three things we learned this week

Retirement Planner's round-up of the top pension stories this week.

clock 23 October 2013 •

Investment

RP Poll: Further annual allowance cuts?

In this week's quick-fire poll we ask: Prudential has warned there will be further cuts to the annual allowance. Do you agree?

clock 23 October 2013 •

Regulation

FCA flags warning about due diligence on investment outsourcing

The Financial Conduct Authority (FCA) is concerned about the due diligence advisers perform on investment product providers and will continue to monitor the area, technical specialist for the regulator Rory Percival has said.

clock 23 October 2013 •
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