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Advisers

News

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IMA posts £188k profit as chief Godfrey earns £469k

19 September 2014 11:48 am | By Sam Macdonald

Godfrey’s pay packet is a 21 per cent increase on predecessor Richard Saunders’ £386,000 pay in 2012.

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SFE: More tax powers can boost competition of Scottish financial firms

19 September 2014 10:59 am | By Pamela Morris in Edinburgh

Scottish Financial Enterprise chief executive Owen Kelly said more devolved powers around tax could make Scotland a “very competitive” part of the UK.

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Scottish groups push FTSE up as independence fears subside

19 September 2014 9:13 am | By Sam Macdonald

Royal Bank of Scotland up 3.5 per cent and Lloyds Banking Group share price rise 2 per cent at 9:05AM.

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Return of the direct salesforce? Aviva eyes protection advice network

19 September 2014 8:30 am | By Michael Glenister

As Aviva prepares to return to face-to-face protection advice, are we about to see the direct salesforce make a comeback?

Comments (3)

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Foster Denovo co-founder quits to set up his own firm

18 September 2014 4:21 pm | By Samuel Dale

Former Millfield Partnership adviser David Pugh is starting his own company.

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Sterling McCall defends pre-pack acquisition that left £8m in Ucis liability

18 September 2014 1:00 pm | By Michael Glenister

Sterling McCall acquired Key Benefits for £30,000 in May.

Comments (2)

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Moneygate in court clash with IFA sale broker

18 September 2014 1:00 pm | By Michael Glenister

Harrogate County Court judgment follows payment dispute

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Apfa: Guidance guarantee would cost advisers 5% of profits

18 September 2014 11:18 am | By Tessa Norman

Disproportionate cost for advisers undermines guidance proposals, says Apfa. 

Comments (3)

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Opinion

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Neil Liversidge: Undeserved PPI payouts are tantamount to fraud

19 September 2014

PPI misselling is not a black and white issue.

Comments (9)

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Richard Leeson: RDR poses pitfalls for asset gatherers

16 September 2014

The asset-gathering business model is a potential cause for concern, particularly when it comes to product suitability

Comments (2)

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Tom Kean: Providers are using advisers as unpaid data entry clerks

16 September 2014

How hard can it be for the various life offices left out there to make our lives just a bit easier once in a while?

Comments (6)

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Paul Kennedy: Beware tax penalties on pension advice charges

15 September 2014

Facilitating advice charges through pensions can have tax advantages but make sure you comply with the rules.

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Nic Cicutti: Avoiding the pensions equivalent of Arch cru

11 September 2014

Advice on DB to DC transfers will always be a minority sport.

Comments (1)

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MM leader: Interesting twist to provider suitability role

11 September 2014

The FCA and its predecessor have long been banging the drum about the importance of due diligence and assessing suitability.

Comments (4)

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Analysis

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Is the Nikkei 400 a good stock guide for fund managers?

18 September 2014 | By Sam Macdonald

The Japanese Nikkei 400 index launched in the summer of 2013 as an index showcasing the country’s most shareholder-friendly and best-run companies, but how much of a guide is this for fund managers?

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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 (47)

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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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Profile: George Critchley on online advice and why it's good for DFMs to talk to clients

5 September 2014 | By Amanda Newman Smith

True Bearing Chartered chairman George Citchley talks about filling the advice gap and outsourcing through discretionary fund management.

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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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Fund Data

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Is Labour right to be concerned about the unintended consequences of the Budget pension reforms?

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