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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.
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?
Fifteen adviser firms have signed up to Verbatim Asset Management’s Retail Distribution Review (RDR)-ready investment solution.
Other adviser firms articles
Providers must be clear about the consumers they want to reach post-Retail Distribution Review (RDR) to bolster their adviser networks, Aviva has said.
Advisers can service the projected hard to reach middle-market post-Retail Distribution Review (RDR) with a good value proposition, according to Aviva.
Advisers must not lose sight of their clients’ needs in the run-up to the Retail Distribution Review (RDR), AXA Wealth has said.
Equity release advisers need to ask themselves whether they adequately consider client longevity, according to Bridgewater Equity Release.
The majority of advisers favour outsourcing investment management to a discretionary fund manager (DFM), research suggests.
Fund and tax wrapper choice is the prime factor advisers consider when selecting a platform, research suggests.
Novia is launching a tool enabling advisers and discretionary fund managers (DFMs) to create and manage model portfolios online.
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.
Sanlam Private Wealth (SPW) has acquired the client bank of Twickenham-based IFA Camilleri & Associates.
Platform Ascentric is to hold a series of open days for advisers to help them better understand the service.
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