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Oi, FSA! Why don't you launch an ad campaign for IFAs?
Would it not be too much to ask that the FSA dug out a few pounds from its £578.4 million budget for the next year to promote the services of IFAs?
FSCS reform urgent in wake of uncertainty over levy
The need for reform of the Financial Services Compensation Scheme has grown even stronger after it announced its latest levy on advisers.
How Standard Life won its £100m Sterling fund court case
On the face of it, Standard Life’s success in its £100 million legal challenge to its professional indemnity insurers over the losses it incurred on the Sterling fund came as a surprise. IFAs should sit up and take notice of the verdict.
Life in the Fast Lane: Wagstaffs share their RDR secrets
I received a pleasant Linkedin message from an adviser last week, inviting me to visit his firm. I duly accepted, so this week I went to Stevenage to see Simon Beedle and Elliot Stewart of Wagstaffs Wealth Management.
Life planning: Born in the USA, but taking root in the UK
For better or worse the life planning movement has firmly taken root at the core of the UK financial advice profession.
Don't be fooled by January's fleeting market optimism
Despite recent optimism, Europe’s problems are long term, and efforts to revitalise the banking system - though welcome - have not solved them.
Advisers should beware the new regulator's approach
A regulator that sees it duty as removing potential pitfalls from the path of irrational consumers may well start to train its eyes on IFAs.
Parascope: Charges should reflect the value of a highly skilled service
Every now and then I encounter advisers who use paraplanners who provide reports for very low fees, such as £100 for a pension transfer report.
Legacy commission demands would dilute RDR
Protests from life companies about the Financial Services Authority’s plans to ban legacy commission are getting louder, but they need to be resisted if one of the retail distribution review’s key principles is not to be undermined.
Parascope: should paraplanners be regulated?
Paraplanning is becoming more proactive in the advice process. Advisers are delegating research and report-writing to spend valuable time with their clients. Delegating a task, though, does not mean delegating the responsibility, and both parties need to be clear on the scope of their service.
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Sponsored Video: Max King – Investec Multi Asset Protector Fund
Max King discusses the ongoing macro economic uncertainty, issues in the euro zone and the prospects for asset class and markets during 2012.






