adviser firms

A couple is pursuing national IFA firms Positive Solutions and 2plan Wealth Management for what they claim was negligent advice to invest in high risk unregulated investments - including using money they had received from a critical illness (CI) payout....

Despite fears that consumers would be unwilling to pay for financial advice post the retail distribution review (RDR), AXA's latest Big Money Index has found that one in four consumers are willing to pay for financial advice, the same number as pre-RDR....

Advisers could actually be confusing clients in the post-Retail Distribution Review (RDR) world as their pursuit to find ‘right product' gives customers too many options, delegates heard.

Direct Life has launched Quote+, which it has described as ‘the most significant advance' in pre-screening underwriting criteria, with the potential for a 10% increase in completed term insurance business for advisers.

Over half of advisers (53%) have found the transition to the Retail Distribution Review (RDR) either smooth or very smooth, according to new research from Zurich.

New exhibition the Financial Services Expo has added protection and specialist lending-focused seminars to its two-day event.

An adviser has hit out about the lack of understanding surrounding the value of advice post-Retail Distribution Review (RDR), claiming that the regulator should have done more to inform people.

The Retail Distribution Review (RDR) has exacerbated a polarisation of the advisory market, with an almost even split of firms forecasting growth and those predicting static or declining revenues over the next three years, research has suggested.

The Financial Ombudsman Service (FOS) threw out two-thirds of gripes against the most complained-about advisory groups in the first half of 2013, figures show.

Adviser support group Tenet's petition asking the government for a long-stop for financial advice complaints has reached 2,098 signatures in only ten days.