adviser firms

Number of firms de-authorising jumps 214%

IFAonline | 07 May 2013 | 14:33

The number of firms de-authorising jumped 214% between March and April, according to research by Matrix Solutions based on Financial Conduct Authority (FCA) data.

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sync

Is your approach to risk in harmony with your DFM's?

A misalignment between your firm's approach to risk assessment and that of your selected discretionary fund manager (DFM) could lead to "systemic mis-selling", the FSA has warned. What can advisers do about it?

IFAonline | 07 Mar 2013 | 08:00
Signing a contract

Verbatim Discretionary Service signs up 15 adviser firms

Fifteen adviser firms have signed up to Verbatim Asset Management’s Retail Distribution Review (RDR)-ready investment solution.

IFAonline | 26 Nov 2012 | 10:26

Other adviser firms articles

segments

Providers must 'evolve' to boost adviser relationships - Aviva

Providers must be clear about the consumers they want to reach post-Retail Distribution Review (RDR) to bolster their adviser networks, Aviva has said.

IFAonline | 21 Nov 2012 | 07:15
Aviva signage

Aviva: advisers can serve mid-market post-RDR

Advisers can service the projected hard to reach middle-market post-Retail Distribution Review (RDR) with a good value proposition, according to Aviva.

IFAonline | 20 Nov 2012 | 14:54
axa-wealth-logo-high-res

Customers must remain the focus 'amid RDR hype'

Advisers must not lose sight of their clients’ needs in the run-up to the Retail Distribution Review (RDR), AXA Wealth has said.

IFAonline | 22 Oct 2012 | 14:01
rp-equityrelease

IFAs need to speak to equity release clients about longevity

Equity release advisers need to ask themselves whether they adequately consider client longevity, according to Bridgewater Equity Release.

Retirement Planner | 04 Jul 2012 | 14:58
platform-dfm

Most advisers looking to outsource – research

The majority of advisers favour outsourcing investment management to a discretionary fund manager (DFM), research suggests.

IFAonline | 25 Jun 2012 | 12:37
A fresh vision

Advisers look at fund choice when selecting a platform - research

Fund and tax wrapper choice is the prime factor advisers consider when selecting a platform, research suggests.

IFAonline | 18 Jun 2012 | 15:46
fundsperformance2

Novia launches model portfolio manager tool

Novia is launching a tool enabling advisers and discretionary fund managers (DFMs) to create and manage model portfolios online.

IFAonline | 07 Jun 2012 | 07:02
hmrc-homepage

Advisers warned misleading marketing could muddy VAT rules

Advisers have been warned not to mislead and confuse HMRC by claiming to offer investment management services – a VAT chargeable activity – while lacking the necessary permissions to do so.

IFAonline | 01 Jun 2012 | 14:09
nigel-speirs-head-of-distribution-sanlam-uk

Sanlam acquires Twickenham IFA

Sanlam Private Wealth (SPW) has acquired the client bank of Twickenham-based IFA Camilleri & Associates.

IFAonline | 25 May 2012 | 13:40
exit open door

Ascentric to hold adviser open days

Platform Ascentric is to hold a series of open days for advisers to help them better understand the service.

IFAonline | 24 May 2012 | 09:45

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