Money Marketing
4 August 2011
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MAM manager plays defensive strategy
4 August 2011
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900 PPI complaints a day for FOS
4 August 2011
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A sensitive side
8 Aug 2011
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Ad watchdog gets formal with probe into MAS TV claims
4 August 2011
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Advisers claim that Defaqto guide risks IP and CI confusion
5 Aug 2011
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Advisers welcome delay to capital adequacy rise
4 August 2011
Advisers have welcomed the regulator’s decision to delay the increase to firms’ capital adequacy requirements by a further two years.
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Ban may cover non-advised
5 Aug 2011
The treatment of provider payments to both advised and non-advised platforms will be considered by the FSA as part of its proposal to ban the payments.
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Bank roll
4 August 2011
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Brass tacks
4 August 2011
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Brian Tora's Investment View
8 Aug 2011
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Cicutti: Goodbye to the gold standard
4 Aug 2011
Is it a price worth paying for the sake of a few more quid in Aifa’s coffers?
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Dividend drama
4 August 2011
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Eden sets up retail fixed-income portfolio
5 Aug 2011
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Examples show ways of meeting definition
5 Aug 2011
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Flat-rate £140 state pension wins vote
4 August 2011
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Forcing people to retire later poses psychological concerns
4 Aug 2011
John Greenwood says the impact of people having to work longer could result in an increased rate of mental health problems.
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Founder Hudson steps down at Tenet
4 August 2011
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FSA stalls on ruling over cash rebates
5 Aug 2011
The FSA has delayed its decision on whether to ban cash rebates from platforms to clients and declared its intention to ban all payments between providers and platforms.
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Give Aifa credit for facing up to an untouchable opponent
4 August 2011
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Government set to shun McFall cap call
4 Aug 2011
The Government looks set to reject Lord John McFall’s recommendation to cap pension scheme charges at 1.5 per cent ahead of automatic enrolment.
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HMRC reassures advisers after FSA charge blunder
5 Aug 2011
Advisers reassured they can apply adviser-charging to pensions post-RDR after FSA incorrectly told roadshow delegates they cannot.
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How default lines could hit homeloans
5 Aug 2011
Paul Thomas asks if the Greek debt crisis and threat of a US downgrade will be a temporary blip or a perfect storm for the UK mortgage market.
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ICB urged to be more radical
4 August 2011
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IFA Life looks at setting up trade body for independents only
4 August 2011
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Industry must learn from mobile technology mistakes
5 Aug 2011
Ian McKenna assesses the mobile technology options for IFAs.
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Ingram leaves threesixty
4 August 2011
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IPPR has plan for national pay cover
4 August 2011
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Isa managers may fall into platform classification
5 Aug 2011
Some Isa managers are likely to be caught up in the definition of a platform because an Isa is classed as a tax wrapper rather than a retail product.
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James takes over as president of CII
4 August 2011
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JP Morgan mulls low-cost fixed income
4 Aug 2011
JP Morgan will consider launching a low-cost fixed-income active fund when the company expands its lowcost active range.
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Jupiter's Gibbs and de Blonay ditch banks for cash
4 Aug 2011
Philip Gibbs and Guy de Blonay, Jupiter’s financial fund managers, have both sold a large amount of their bank holdings and moved into cash.
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L&C switches from cash back to risk assets
4 August 2011
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Lack of clarity and delays set to hold back RDR
4 Aug 2011
Industry figures warn a lack of clarity over platform rules and legacy business is putting the RDR deadlines in doubt.
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Lang and Pattisson: We have big ambitions for Ardevora
8 Aug 2011
Former Liontrust duo say they want to run a business with £10bn of assets in the next 10 to 15 years.
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Liontrust to tackle European fund overlap
5 Aug 2011
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McFall report calls for pension fee cap
4 August 2011
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MM leader Aifa is right to open its doors to restricted advice
4 Aug 2011
We need a trade body that is as strong and as well resourced as possible to ensure the interests of advisers and their clients are properly represented.
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MPs' report says HMRC service is unacceptable
4 August 2011
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Multi-managers target Asia
4 Aug 2011
Multi-managers Architas and OPM Fund Management are looking to Asia for growth on the back of the poor economic outlook for the developed world.
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Numbers game
4 August 2011
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Out of context
4 August 2011
“If the FSA platform paper comes out late this afternoon, my copy will very quickly have beer stains all over it.”
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Paul Hogarth: There is no need to delay the RDR
3 Aug 2011
Paul Hogarth says the FSA should be commended for being committed to the RDR initiative and its deadline.
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Platform definition amended amid VAT concerns
5 Aug 2011
The definition of a platform has been changed following concerns that defining it as an administration service provider would incur VAT liabilities.
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Platforms face huge initial and annual costs
5 Aug 2011
The platform industry and associated firms face total one-off costs of £55.4m and £48.4m annually to comply with its platform policy statement.
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Platforms have responsibility for orphan clients
5 Aug 2011
Platforms have been told they must consider how they will treat orphaned clients who no longer want to deal with their adviser, especially when they have no direct-to-consumer offering.
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Premier eyes reinsurance profit boost
4 August 2011
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Protection teams to create needs model
4 August 2011
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PSigma's Becket backs 'sensational value' in Middle East
5 Aug 2011
Becket is introducing frontier markets exposure into his £13m balanced managed fund.
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Putting the boot in
4 August 2011
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Rathbone and Liontrust funds join black list
4 August 2011
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RDR consistent with new regulator's aims
4 Aug 2011
Accountancy firm BDO says the RDR is consistent with the FCA’s objectives, as long as a simplified advice regime is developed and IFA numbers do not fall significantly.
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Reel in the intertia
4 August 2011
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Regulator leaves re-reg timescale to Tisa
5 Aug 2011
The FSA has not set a timescale for re-registration of assets on platforms despite industry feedback on maximum registration periods.
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Roger Edwards
4 August 2011
Bright Grey’s propositions director Roger Edwards feels the so-called ’gentle death’ of the protection sector is exaggerated.
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Rough justice in financial services
9 Aug 2011
Alan Lakey says justice in financial services does not exist.
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Sepe quits Friends Life
4 August 2011
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Source sets up platform for OPPs
4 August 2011
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Stephen Gay: A trade association must represent the whole not the part
8 Aug 2011
Aifa says it will not expel loyal members and refuse them representation just because the regulator has changed the goalposts.
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Stock horror
4 August 2011
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Strength in adviser unity
8 Aug 2011
Aifa’s stance on restricted advice gives IFAs lobbying power, says Cicero Consulting’s Iain Anderson.
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Taxonomy of tax
4 August 2011
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Tenet launches "wrap of wraps"
3 Aug 2011
Tenet has launched a wrap of wraps which gives advisers access to all major platform providers.
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The lure of alternatives
9 Aug 2011
Rachael Adams analyses the perils and attractions of unregulated collective investment schemes as the regulator continues its crackdown.
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The Towry/Raymond James court case round-up
8 Aug 2011
As the court case brought by Towry against Raymond James comes to an end pending a decision in October, Sam Macdonald reports on proceedings.
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Treasury to close sale and rentback loophole
5 Aug 2011
The Treasury is introducing new sale and rentback regulation.
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We must promote the value of intermediaries
5 Aug 2011
Ben Thompson asks whether a £20m awareness campaign promoting the intermediary sector would be money well spent.
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We won't be joining Aifa, says St James's Place chief
4 August 2011
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What protection can learn from sunscreen
9 Aug 2011
Neil McCarthy says the protection market could learn from the sunscreen industry about identifying risks and providing solutions for individuals.
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Zurich warns cap-ad and PI to soar unless advisers keep Mifid opt-out
4 Aug 2011
