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Four advisers reveal their back office wish lists
IFAs from around the country outline what they would change about their existing back-office support systems.
FundsNetwork steps up clean share class drive
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.
Ex-IFA loses legal battle against FOS pension advice ruling
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.
Adviser KnowHow: How to network with other advisers
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.
Private Wealth's Robinson joins Antrams boosting assets under advice to £450m
Brighton-based Antrams Financial Services has recruited former New Model Adviser® cover star Mark Robinson and boosted assets under advice to £450 million.
Aviva restructure hits savings and investments arm
Aviva has brought its savings and investment arm and corporate benefits division under one roof as part of its ongoing multi-million pound restructure.
Four ways that central bank policy has hurt investors
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.
Richards sharpens PFS weapons for a stint as advisers’ champion
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
The regulator replies: FCA answers your questions
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 lose ground to wraps post-RDR
Fund supermarkets have lost ground to their wrap rivals as their sales slumped in the immediate aftermath of the retail distribution review (RDR).
Contents
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Wrap Factfiles
Database of platform providers
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Retirement Centre
Pensions news and analysis
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Tax Planning
Tax planning news and strategies
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Star Profiles
In-depth analysis of leading planners
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Life After RDR
Plan your post RDR business strategy
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Adviser Workshop
Peer-to-peer business advice
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Paraplanner
Paraplanning news, profiles and opinion
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Consultant View
Expert advice from top consultants
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Adviser Insight
Top business tips from advisers
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Company Profiles
Compare yourself to your peers





