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Advisers

News

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Women 'hardest hit' by Budget reforms

2 September 2014 11:45 am | By Sam Brodbeck

MGM research also finds nearly half of women unaware of retirement products.

Comments (2)

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Mattioli Woods posts 11% profit increase

2 September 2014 8:52 am | By Michael Glenister

Pre-tax profit of £5.1m includes £400,000 profit from Atkinson Bolton.

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FOS reveals most complained about advice firms

2 September 2014 8:00 am | By Tessa Norman

Sesame, St James’ Place and Openwork feature in top five most complained about firms. 

Comments (7)

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Bellpenny acquires Glasgow-based advice firm

1 September 2014 9:51 am | By Michael Glenister

Deal sees more than 1,000 clients and £108m in assets under advice move to consolidator.

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Behind the scenes at latest rogue Ucis advice firm

29 August 2014 1:21 pm | By Tessa Norman

Financial adviser banned and fined by the FCA misled thousands of consumers. 

Comments (4)

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FCA bans and fines adviser £350k for Ucis failings

29 August 2014 9:55 am | By Tessa Norman

Director of London-based advice firm promoted Ucis without adequate checks. 

Comments (2)

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NatWest repeals mortgage ban against Financial Ltd advisers

28 August 2014 1:05 pm | By Michael Glenister

Lender suspended new mortgage applications earlier this month.

Comments (2)

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Vanguard slashes trackers fees by as much as 50%

28 August 2014 11:04 am | By Pamela Morris

The firm has also reduced ongoing charges across a number of ETFs and its full range of LifeStrategy funds.

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Opinion

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How to get more of the right clients – and more income

28 August 2014

Slowly the wheel has turned, and many IFAs now seem ready to build a bit more scale on top of the solid foundations they have carefully built

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Five reasons why simplified advice could be set to fail

27 August 2014 | By Michael Glenister

Do those eyeing an online advice offering face a struggle?

Comments (1)

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Robert Reid: Pension statements need a big shake-up

27 August 2014

We need to be radical on this, and it is not enough to tinker around the edges.

Comments (1)

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Nic Cicutti: Why Alan Lakey has got it wrong on PPI misselling

15 August 2014

Alan is well-known for his dislike of the FOS, which he repeats at regular intervals.

Comments (28)

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David Shelton: Are you a specialist or generalist?

12 August 2014

Deciding whether to specialise or generalise requires analysis of your firm’s capabilities and the attractiveness of each market.

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Carl Lamb: Advisers are in denial over trail switch-off

12 August 2014

Will your advice model become extinct or survive among the fittest?  

Comments (18)

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Analysis

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Danby Bloch: Fast track to a risk register

1 September 2014

Every business should have a risk register setting out the main risks the organisation faces and how it is dealing with them.

More adviser analysis

Weekly Adviser View

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Neil Liversidge: Don't be afraid to sack mad and bad clients

26 August 2014

My golden rule is that I deal only with clients I like.  

Comments (7)

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Pete Matthew: Gabriel - archangel of misery

26 August 2014

Three hours I have spent wrestling with Gabriel, bringer of despair, who demands pointless information just to keep someone in Canary Wharf in a job.

Comments (46)

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Carl Lamb: Advisers are in denial over trail switch-off

12 August 2014

Will your advice model become extinct or survive among the fittest?  

Comments (18)

More Adviser Views

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Profile: Bellpenny chief Kevin Ronaldson on recent deals and corporate politics

27 August 2014 | By Tessa Norman

Joining the financial advice sector at the age of 21, Bellpenny chief executive Kevin Ronaldson says he was considered something of a rebel

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Trade Body View

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Chris Hannant: Govt has shot itself in the foot on guidance

11 August 2014

I applaud the Government’s ultimate policy aim, but in terms of achieving their objective, the latest report looks like shooting themselves in the foot.

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IMA: It’s all about performance (data)

28 July 2014

Which share class should be used as the primary share class to calculate performance data in a post-RDR environment?

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