As part of a series for Professional Adviser, AT8 Group's Mark Loosmore is interviewing a number of distributors on how they are using IT to improve their businesses. This week: Castle Court Consulting
The noise surrounding the RDR remains at full volume, although no-one will know what the final rules will demand of advisers until next year.
Now that the Civil Service has announced that it will scrap its retirement age from April 2010, we have a clear indication of intent for the Government's review of the Default Retirement Age (DRA), due early next year.
I came across an interesting thread on an Internet discussion board called simply ‘The Rant Forum', in which people poured their hearts out about the things that really annoy them.
Last month we explored one of the three key components of business strategy - the importance of price play. This month we turn to the second: product/service differentiation.
Those of you with even a passing eye on the regulation of financial services will be more than aware of the major initiative currently under discussion and due to be implemented in 2012.
There has been much speculation on where new FSA regulations on capital adequacy will leave adviser firms.
According to the FSA, the new prudential rules for personal investment firms (PIFs) have been created "for the benefit of advisers, not to make things more difficult for them".