RDR
The FSA has warned advisers about “conflicts of interest” arising from holding shares in platforms.
The number of people earning more than £100,000 per year who use financial advisers has halved since 2008, according to AT Kearney.
A website providing details of online financial advice offerings has been launched.
Other RDR articles
In response to an FSA consultation paper on the post-RDR treatment of legacy assets, Cofunds’ managing director of operational services, Stephen Mohan, fears the regulator’s failure to issue new rules may harm consumers.
Mark Loosmore of IRESS finds out how marketing firm ClientsFirst is helping advisers prepare their businesses for the new regulatory environment through the use of PR, email and newsletter campaigns.
Alastair Smith of Frostrow Capital explains why investment trusts should start to feature more heavily in your clients’ portfolios.
Pensions minister Steve Webb angered IFAs recently when he said he did not want small employers to seek ‘expensive’ auto-enrolment advice. But do advisers want the business?
Rob Gleeson, investment product consultant at FE, explains all you need to know about the many and varied fund rating systems in the market.
Guidance issued today by HMRC appears to extend the scope under which advice services will be exempt from VAT post-retail distribution review (RDR).
Three advisers explain what they are (or are not) doing to educate clients about certain changes due at the end of the year.
The Financial Services Authority (FSA) has confirmed it will press ahead with the ban on commission, despite suggestions European Commission proposals could hamper, or even put an end to, its plans.
Canada Life has revealed that almost half of its small scheme new business is being done online.
Brett Williams, the former head of platforms Cofunds and Skandia, has launched a private equity firm with targets including financial services groups.
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