adviser firms

New site promotes online advice offerings

IFAonline | 06 Feb 2012 | 14:15

A website providing details of online financial advice offerings has been launched.

A hand on a computer keyboard
HM Revenue and Customs

More advice to be VAT exempt under latest HMRC rules

Guidance issued today by HMRC appears to extend the scope under which advice services will be exempt from VAT post-retail distribution review (RDR).

IFAonline | 01 Feb 2012 | 15:30
Judge's gavel

Former financial adviser admits to £1m fraud

A former financial adviser has admitted to defrauding clients out of more than £1m over a 20-year period.

IFAonline | 31 Jan 2012 | 07:40

Other adviser firms articles

zurich-150x113-jpg

Advisers 'too busy' to choose a platform – research

Nearly half of advisers have still not signed up to a platform – because they are “too busy” running their businesses and preparing for RDR, research suggests.

IFAonline | 26 Jan 2012 | 12:45
warning

FSA ban on death bonds 'would be overkill'

A blanket ban on traded life policy (TLP) investments would amount to “overkill” and could hamper the UK’s ability to compete in global markets, according to SL Investment Management (SL).

IFAonline | 23 Jan 2012 | 15:20
dayplanner

AIC draws up seven-step RDR action plan

The Association of Investment Companies (AIC) has devised a seven-step guide for advisers to help them prepare for the retail distribution review (RDR).

IFAonline | 23 Jan 2012 | 13:40
thompson-david

Axa Wealth restructure puts 50 jobs on line

Axa Wealth has announced a restructure of its sales and support team in a move which puts 50 jobs at risk.

IFAonline | 23 Jan 2012 | 10:30
red-ribbon

Former T. Bailey chief launches investment consultancy

Jason Britton, formerly a fund manager at T. Bailey, has launched an investment management consultancy ahead of the retail distribution review (RDR).

IFAonline | 17 Jan 2012 | 17:50
maysey-andy-ima-cutout

IMA urges FSA to clear up 'grey' legacy areas

FSA rules around legacy assets are “unclear” and “incomplete” and could result in less transparency for consumers, according to the Investment Management Association (IMA).

IFAonline | 17 Jan 2012 | 15:30
aegon-logo

Aegon: Ending trail on fund switches would be ‘disastrous’

Insurer Aegon has warned of the “disastrous” ramifications of removing trail commission following a fund switch – a move the FSA hinted at in its latest consultation paper on legacy commission.

IFAonline | 16 Jan 2012 | 10:30
eric-galbraith

BIBA to focus on broker regulation for 2012 - Manifesto

The British Insurance Brokers’ Association (BIBA) will focus on 'proportionate and cost effective regulation' for members its 2012 manifesto has said.

Cover | 12 Jan 2012 | 15:45
fundsperformance2

PSigma relaunches discretionary service

PSigma Investment Management is relaunching its discretionary management service as the firm looks to capitalise on the adviser community’s preference for outsourcing solutions ahead of the retail distribution review (RDR).

IFAonline | 10 Jan 2012 | 13:40
foslogo

FOS may raise free case threshold for small firms to 25

The Financial Ombudsman Service (FOS) today proposed a modernisation of its funding model which could increase the number of free cases for small businesses from three annually to as many as 25.

IFAonline | 06 Jan 2012 | 10:10

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