- Home
- Adviser News
Adviser News
News
Campbell Macpherson teams up with What If
Firms look to aid financial services firms with developing new products and attracting new clients.
Aegon moves ARC platform admin in-house from Novia
Aegon to take on administration from Novia by end of Q1 2014.
Lloyds to make £450m from selling 15% stake in SJP
The sale will take place on 29 May.
-
Threesixty launches DFM due diligence service
-
Cofunds chairman Charlie Eppinger steps down as L&G completes acquisition
-
Intrinsic sets aside £2m for complaints as profits rocket
-
MPs back Arch cru legal battle
-
Transact tops The Platforum Q2 leaderboard
-
PIMS: Trail will cease by 2016
-
PIMS: ABI says industry still needs to earn Govt's auto-enrolment trust
Analysis
The death of bank advice: more than just the RDR to blame?
The RDR has been blamed for the demise of bancassurance but are the banks out of the mass market for good?
CII exam tips: How to pass that key exam
The CII’s AF3 pension paper is key for many advisers. Here are some top tips for getting through the exam successfully.
Steve Billingham: The seven most common mistakes when building professional relationships
Many advisers make the same mistakes when trying to grow their professional connections. Here are the 7 most common mistakes.
Training & Recruitment
Liz Field: Creating better information for employers
A new initiative from the Financial Skills Partnership is aiming to increase the quality of and the access to information on the labour market.
-
People on the move
-
MAB continues to expand high-street presence
-
My Beautiful Career: Helen Turner
-
Number of chartered firms soars by 25%
-
Advisers look to higher qualifications
-
Service companies need to improve their support for advisers
-
Rise in paraplanners encouraging new learning and support services
-
Lisa Winnard: Financial services needs a supply of new talent
Sue Whitbread: The difference between financial advice and financial planning
Establishing long-term financial plans leads to long-term mutually beneficial relationships.
Neil Liversidge: Would anyone use 'hard fees' if they didn't have to?
Forcing advisers to charge up-front fees for all advice would actually increase the cost of advice.
Kim North: Platforms will have to fill the advice gap
Platforms providing low-cost simplified advice are the only way to fill the gap left by the death of bancassurance.
Nic Cicutti: The attraction of simple products
The AMI is the latest organisation to have come round to the idea that simple products, sold with or without advice, might be the way forward for financial services.
Emma Simon: Advisers need to demonstrate their worth in a changing world
The ease with which people can access information means that advisers need to convince clients that they offer something extra.
Trade Body View
Sue Whitbread: The difference between financial advice and financial planning
Establishing long-term financial plans leads to long-term mutually beneficial relationships.
