IFAs from around the country outline what they would change about their existing back-office support systems.
Fidelity FundsNetwork has set a deadline of June by which to have clean shares class versions of 95% of all the funds on its platform.
A former adviser has lost his legal battle to overturn an Ombudsman decision forcing him to pay out nearly £50,000 for unsuitable pension advice.
It has never been more important to network with your peers, either to learn and pick up tips along the way or to improve your own proposition. Adviser and ex-RAF Susan Hill of Susan Hill Financial Planning, provides tips on what methods you can use to make the most of your peer relationships.
Brighton-based Antrams Financial Services has recruited former New Model Adviser® cover star Mark Robinson and boosted assets under advice to £450 million.
Aviva has brought its savings and investment arm and corporate benefits division under one roof as part of its ongoing multi-million pound restructure.
Central banks have responded to the financial crisis by crushing interest rates, with inevitable consequences for investors, especially the elderly, says Nick Gartside of JP Morgan Asset Management.
The PFS’s new chief executive, Keith Richards, is setting out plans to improve public perception of advisers and fight the burden of regulatory costs they face
As new model advisers continue to build on their business success in the retail distribution review world, the impact of financial services regulation has rarely been as great. So we asked Financial Conduct Authority head of investment intermediaries Linda Woodall to field a selection of your top questions.
Fund supermarkets have lost ground to their wrap rivals as their sales slumped in the immediate aftermath of the retail distribution review (RDR).
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