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Latest News

Companies & People| Dec 18, 2014

PFS: FCA are addressing the advice ‘gap’

Healthier engagement between regulator and the sector’s various representative bodies, educational body says.

From Investments| Dec 18, 2014

Zurich presses on with preferential deals roll out

Platform adds 23 new funds with preferential terms for advisers and their clients.

From Pensions| Dec 17, 2014

Webb praises new pension ‘guidance’ qualification

First professional qualification in pension scheme member guidance.

From Regulation| Dec 16, 2014

FCA advice gap review guesses at mainstream ‘mis-match’

Excess capacity in advice, but move to holistic planning has left lower-end consumers out in the cold.

From Pensions| Dec 15, 2014

Advisers raise concerns over Mas’s retirement directory

Directory details generally welcomed, but several concerns remain.

Dec 15, 2014

Mas unveils adviser criteria for at-retirement directory

Industry and consumer bodies agree requirements for firms wishing to be listed on the Mas directory.

Analysis & Opinion

Jon Cudby| Dec 19, 2014

Past habits are no defence for mistreating customers

The financial services industry should challenge the status quo rather than trundling blindly along with it, says Jon Cudby

Let’s get real about the RDR

Ashley WassallonRegulation| Dec 17, 2014

Let’s get real about the RDR

We must not sweep under the carpet where the RDR has fallen short, or get defensive over its legacy.

Dec 12, 2014

Q&A: You have to work at enjoying your job

What to do when trivial issues in the workplace interfere with your job satisfaction

Dec 12, 2014

Diary of an adviser: Richard Bond

Keeping two days a week free for dealing with ongoing cases – with a game of squash thrown in – pays off

More on Your Business
Adviser Guides

Guide to Networking Events

The festive season is a time of getting together, so it is an appropriate time to discuss events to network with clients.

Companies & People

Top 100 Financial Advisers 2014

Consolidation was key feature of past year, as was the pension freedoms Budget.

FTAdviser Blog

Truth about Truro being UK advice hotspot

We dig a bit deeper into why Truro has the most active market, per head of population, for UK IFAs.

Adviser Guides

Guide to Retirement Income Options post-Budget

Many headlines in the aftermath of the Budget concentrated on the fantastic freedom and choice being introduced.

FTAdviser Blog

An iPhone in the hand is worth two Isas in the bush

I am fed up of hearing we are all going to live longer and have less cash than our grandparents.

Adviser Guides

Guide to Adviser Charging

Cash is king when it comes to explaining adviser charges.

FTAdviser Blog

Sesame fine should prompt sobering introspection

Many services are delivered to Paul, often free or discounted and paid for by Peter.

Recent Articles
  1. Truth about Truro being UK advice hotspot
    FTAdviser Blog| Dec 15, 2014

    Truth about Truro being UK advice hotspot

    We dig a bit deeper into why Truro has the most active market, per head of population, for UK IFAs.

  2. Advisers torn on FCA’s product innovation focus
    Dec 11, 2014

    Advisers torn on FCA’s product innovation focus

    Some suggest innovation is necessary, whilst others say the amount of options available to people will be confusing.

  3. Platform joint ventures will be popular in 2015: Cofunds
    From Investments| Dec 08, 2014

    Platform joint ventures will be popular in 2015: Cofunds

    Novia stating it would be “keen” to partner with a bank.

  4. Guide to Networking Events
    From Training| Dec 05, 2014

    Guide to Networking Events

    The festive season is a time of getting together, so it is an appropriate time to discuss events to network with clients.

  5. De-risking retirement income planning advice
    From Pensions| Dec 05, 2014

    De-risking retirement income planning advice

    Defaqto Retirement Update: There are now an almost infinite number of retirement options.

  6. ‘Quiet revolution’ of pro-bono advice
    Dec 05, 2014

    ‘Quiet revolution’ of pro-bono advice

    IFA states that “the time for the community based independent planner is now”.

  7. Five key themes from this week’s news
    From Regulation| Dec 05, 2014

    Five key themes from this week’s news

    Changes to stamp duty, Isas and ‘death benefits’ will surely mean more consumers will be seeking out regulated advice.

  8. SJP defends ‘unique’ charging structure
    Companies & People| Dec 05, 2014

    SJP defends ‘unique’ charging structure

    Divisional director suggests that other wealth managers are eyeing its vertically integrated model.

  9. Dec 04, 2014

    Put your money where your mouth is

    It is possible to start and develop a business almost entirely through word of mouth, according to an expert in business growth.

  10. Dec 04, 2014

    Ellipse eclipses lengthy rate reviews

    Automated rate-review quotes are produced within minutes and well before current terms expire

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