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adviser firms

Adviser / Broking

More IFAs struggling with cash flow issues

An increasing number of independent financial advisers are facing problems with cash flow, according to research by ING Direct.

clock 25 July 2012 •

Adviser / Broking

Accountants to refer to 'restricted' advisers

The leading accountants' trade body is to redraft its code of ethics and allow members to refer clients to restricted advisers on a case-by-case basis after the Retail Distribution Review (RDR).

clock 24 July 2012 •

Regulation

Touchstone: Just 15% of IFAs are ready for RDR

Just 15% of financial advisers are ready for the Retail Distribution Review (RDR), according to research released today.

clock 16 July 2012 •

Adviser / Broking

Tied adviser swindled friend out of £22,000

A former tied adviser who defrauded a friend out of £22,000, pocketing £10,000 for himself, has escaped jail but must repay the money.

clock 13 July 2012 •

Marketing

Protection Review 2012 - Protection industry must engage with government as state retreats

The protection industry must be willing to participate and engage with both government and consumers if it is to be relevant to how we look after ourselves in the future, Cicero Consulting has said.

clock 12 July 2012 •

Long Term Care

Advisers can claim victory in LTC Funding Report - Partnership

Partnership has claimed a victory for financial advice in the Progress Report on Funding reforms, released today.

clock 11 July 2012 •

Individual Protection

Five everyday items to help you sell protection

Roger Edwards, proposition director at Bright Grey & Scottish Provident, reveals how items lying around the house or office can be instant protection sales aids.

clock 29 June 2012 •

Term Assurance

Rapid increases in gay protection sales - report

The average life assurance policy taken by the gay community is now £242,578, an increase of 28% over just four years.

clock 26 June 2012 •

Adviser / Broking

RBS cuts 600 financial advice jobs

The Royal Bank of Scotland is to cut 618 roles within its financial advice arm as a result of the retail distribution review (RDR).

clock 19 June 2012 •

Regulation

Solicitors urged to consider restricted referrals

Following The Solicitors Regulation Authority's announcement that it will launch a consultation into adviser referrals, one adviser letter to the body urges it to carefully consider the case for restricted advice.

clock 19 June 2012 •
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