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Latest News

Aug 28, 2015

Apfa reveals 55% of IFAs receive DB to DC requests

Trade body reveals its membership’s post pension freedom experiences.

From Investments| Aug 28, 2015

Speculation, crashes and complaints: The week in news

The last five days also brought with them another ‘robo advice’ deal and more FSCS levy complaints.

From Mortgages| Aug 28, 2015

Mortgage brokers writing business at 2008 levels

Three-quarters of brokers report being very confident in the outlook for their own business, the highest level recorded to date.

From Pensions| Aug 27, 2015

Consultancy slams vertically integrated master trusts

“We don’t like the bias that is created - it is not the same as commission but it is similar,” pension consultancy says.

Companies & People| Aug 27, 2015

IFP hits back at ‘no money’ claims

Short-lived campaign accepts merger is best after claiming to learn IFP was “not in the rude health that had been suggested”.

From Regulation| Aug 26, 2015

FCA blames ‘complex cases’ for slower processing times

Regulator suggests that waiting times are only set to increase in future.

Analysis & Opinion

Aug 26, 2015

What can I do if an employee goes Awol due to ‘ill health’?

If a worker cannot give evidence of his illness, there is a disciplinary procedure that can be followed, but it has to be fair

Aug 26, 2015

I practice what I preach on health rewards

Diary of an Adviser

Aug 26, 2015

Branding boosts business to optimise web trade

Advisory firm’s website revamp generates interest

More on Your Business
Adviser Guides

Guide to Professional Indemnity Insurance

This guide will ensure you understand the regulatory requirements for having professional indemnity insurance.

Special Reports

Retirement Income Planning - March 2015

Reforms will trigger the most fundamental rethink of at-retirement advice in years.

FTAdviser Blog

Intermediaries can help borrowers ease a pain in their SVRs

Lender’s mortgage director says this is a “fantastic opportunity” for advisers to help save their clients money.

Adviser Guides

Guide to Social Media

Advisers hesitate to use social media these days because they are concerned about compliance.

Special Reports

Tax Planning - March 2015

Once again, it’s the time of year to maximise your clients’ tax allowances

FTAdviser Blog

The three stages of digital transformation

Avaloq’s research finds that 74 per cent of financial professionals admit they have not yet defined a digital strategy.

Adviser Guides

Guide to IFA Consolidation

Selling your business was once only considered an option for advisers who were looking to exit the industry.

FTAdviser Blog

Advisers ready for sunset clause, or are they?

New poll finds many advisory firms confident ahead of sunset clause, but this may mask some frantic dealings elsewhere in the market.

Recent Articles
  1. Intermediaries can help borrowers ease a pain in their SVRs
    FTAdviser BlogonMortgages| Aug 25, 2015

    Intermediaries can help borrowers ease a pain in their SVRs

    Lender’s mortgage director says this is a “fantastic opportunity” for advisers to help save their clients money.

  2. PFS to launch retirement and later life accreditations
    Aug 25, 2015

    PFS to launch retirement and later life accreditations

    Members will be able to opt-in for these specialisms through the society’s website in Q4.

  3. Reform of novation practices unlikely: networks
    Aug 24, 2015

    Reform of novation practices unlikely: networks

    Block novation and simplification of the process have been suggested by some in the industry.

  4. Innovation, revolution and acquisition
    From Pensions| Aug 21, 2015

    Innovation, revolution and acquisition

    Buy-to-let criteria changes and discretionary management opportunism also covered during the last five days.

  5. Simplybiz latest to reveal amount of Sesame defections
    Companies & People| Aug 21, 2015

    Simplybiz latest to reveal amount of Sesame defections

    Support services group’s client director says Sesame closure only “accelerated the inevitable”.

  6. Clients will be won or lost on intergenerational relations
    Tax Planning| Aug 21, 2015

    Clients will be won or lost on intergenerational relations

    Wealth management experts say advisers must concentrate on proving their expertise to clients.

  7. Asset allocation and fund selection
    Aug 21, 2015

    Asset allocation and fund selection

    How does advice given to clients on asset allocation tie in with the actual funds that might be selected by advisers? Jacqueline Lockie investigates.

  8. Consumers want to pay £253 but you charge £500
    Emma Ann Hughes| Aug 21, 2015

    Consumers want to pay £253 but you charge £500

    Research shows the typical cost advisers charge for an initial financial review is almost double the amount consumers are willing to pay.

  9. Survey reveals 77% of advisers now on social media
    Technology for Advisers| Aug 21, 2015

    Survey reveals 77% of advisers now on social media

    Research suggests that those not getting involved may miss out on key updates.

  10. Clients trust advisers more than banks: Ascot Lloyd
    Aug 20, 2015

    Clients trust advisers more than banks: Ascot Lloyd

    Chief executive says move away from bank advice is a huge opportunity for advisers.

More on FTAdviser