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data

RDR

Financial adviser numbers up 5% on eve of RDR levels

The number of financial advisers has risen slightly in the post-Retail Distribution Review (RDR) years, though has dipped since January, new figures have shown.

clock 25 November 2014 •

Technology

How safe is it really? Five steps to choosing the best digital client management platform

Five steps to choosing a digital client management platform

clock 19 August 2014 • 3 min read

Technology

Wealthtime links with FE Analytics on portfolio data

Investment administration provider Wealthtime is partnering with fund research and analysis tool FE Analytics.

clock 02 September 2013 •

Fixed Income

FSA flags rise in advised bond sales by life insurers

The Financial Services Authority (FSA) has expressed concerns that an increase in advised sales of investment bonds by life insurance companies may be a sign of a commission grab ahead of the implementation of the Retail Distribution Review (RDR).

clock 31 August 2012 •

Your profession

Private investigator sold tax data to insurers and brokers

A private investigator who allegedly fed information to the News of the World (NoW) has been jailed for separate charges of ‘blagging' sensitive information from government sources and selling it to insurers.

clock 28 February 2012 •

Technology

Businesses warned to protect data as fraud rockets

Businesses are being urged to "recognise the threat' of fraud after a 9% jump in reported cases last year.

clock 26 January 2012 •

Insurer

'Foolish' GP requests dismay Bright Grey and Scot Prov

Bright Grey and Scottish Provident have warned that insurers could be "shooting themselves in the foot" by changing the way they request medical evidence from GPs.

clock 09 December 2011 •

Investment

FSA rethinks plans to collect adviser data via PSD

The FSA is unlikely to pursue plans to collect transactional data on advisory businesses from product providers, platforms and third party distributors via product sales data (PSD), the regulator suggested today.

clock 08 November 2011 •

Regulation

Lakey: Why the FSA's data proposals may lead to price control

The FSA may use the extra data it plans to collect from adviser firms to control the price of advice post-2012, Alan Lakey says.

clock 11 May 2011 •

Your profession

Piecing together the information puzzle

Why efficient data management is vital for effective decision making

clock 07 October 2010 •
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