RDR

FSA cautions on platform shareholdings

IFAonline | 07 Feb 2012 | 15:00

The FSA has warned advisers about “conflicts of interest” arising from holding shares in platforms.

fsa-logo
declinederivatives

Rise of internet sees number of HNWs using IFAs halve

The number of people earning more than £100,000 per year who use financial advisers has halved since 2008, according to AT Kearney.

IFAonline | 07 Feb 2012 | 07:45
A hand on a computer keyboard

New site promotes online advice offerings

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

IFAonline | 06 Feb 2012 | 14:15

Other RDR articles

asap

Small print: Why the 
FSA’s legacy assets paper 
needs urgent attention

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.

Professional Adviser | 02 Feb 2012 | 08:00
email-garden

Tech review: What ClientsFirst is doing for advisers

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.

Professional Adviser | 02 Feb 2012 | 08:00
investment-trusts

Why to trust in investment trusts

Alastair Smith of Frostrow Capital explains why investment trusts should start to feature more heavily in your clients’ portfolios.

Professional Adviser | 02 Feb 2012 | 08:00
webb-steve

Was Webb right to point small employers away from pension advice?

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?

Professional Adviser | 02 Feb 2012 | 08:00
racing-horses

Metal detectors: How to make sense of fund ratings

Rob Gleeson, investment product consultant at FE, explains all you need to know about the many and varied fund rating systems in the market.

Professional Adviser | 02 Feb 2012 | 08:00
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
rdr-blackboard

Educating Rita (and David and Robin)

Three advisers explain what they are (or are not) doing to educate clients about certain changes due at the end of the year.

Professional Adviser | 01 Feb 2012 | 14:45
fsa-logo

FSA says RDR commission ban compatible with MiFID II

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.

IFAonline | 31 Jan 2012 | 12:15
paul-avis-1

Online business set to grow - Canada Life

Canada Life has revealed that almost half of its small scheme new business is being done online.

Cover | 31 Jan 2012 | 10:41
williams-brett

Ex-Cofunds chief launches private equity venture

Brett Williams, the former head of platforms Cofunds and Skandia, has launched a private equity firm with targets including financial services groups.

IFAonline | 30 Jan 2012 | 07:25

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