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Advisers

News

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Ratings agency raises concerns over FundsNetwork transparency

25 July 2014 11:30 am | By Sam Macdonald

The FundsNetwork platform is legally owned by the Bermuda-domiciled FIL Ltd.

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Ashcourt Rowan intermediary head leaves after four months

25 July 2014 11:24 am | By Sam Macdonald

Chris Legge was formerly Brewin Dolphin intermediary business development manager.

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IMF lifts UK growth forecast as US and Russia see sharp drops

24 July 2014 5:35 pm | By Sam Macdonald

International Monetary Fund has upgraded the UK’s growth forecast for this year to 3.2 per cent.

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Alan Lakey: Why I quit Apfa council

24 July 2014 3:57 pm | By Tessa Norman

Highclere Financial Services partner Lakey says he had ‘no influence’ as a council member. 

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Alan Lakey steps down from Apfa council

24 July 2014 12:57 pm | By Tessa Norman

Lakey steps down after 18 months on the Apfa council. 

Comments (4)

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Old Mutual plans to retain Intrinsic mortgage arm

24 July 2014 11:00 am | By Michael Glenister

Chief executive Paul Feeney says the firm has no plans to acquire further distribution. 

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Ashcourt Rowan appoints HSBC duo as investment directors

24 July 2014 10:35 am | By Sam Macdonald

Andre Girault and Tim Dickens will both take up role of investment directors in firm’s London office.

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FCA set for independent advice and referrals talks

24 July 2014 9:30 am | By Tessa Norman

FCA agrees to meet with ICAEW after experts raised concerns the regulator had wrongly interpreted its own rules. 

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Opinion

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Dennis Hall: Advisers paying for guidance is highway robbery

25 July 2014

I am vehemently opposed to Chancellor George Osborne’s free pension guidance. It isn’t free to me, and by extension it isn’t free to my clients

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Neil Liversidge: Taken hostage in the name of advice

25 July 2014

People often become rich by not taking prisoners. They do, however, make hostages of advisers who are foolish or greedy enough to let them

Comments (3)

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Robert Reid: The execution-only label isn't working

25 July 2014

When I hear the words “execution-only”, it conjures up the image of the firing squad where the soon-to-be victim is given one last cigarette

Comments (2)

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Nic Cicutti: Wheatley's wages are not the real scandal

24 July 2014

One of the striking things about many regulatory discussions over the years has been their utter predictability, usually on the IFA side

Comments (14)

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MM leader: Will advisers pay the high price of guidance?

24 July 2014

The literature from the Treasury and the FCA this week did its best to reassure the financial services industry that guidance can be delivered successfully.

Comments (3)

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Peter Hamilton: The blurred line between advice and information

24 July 2014

The FCA’s rules themselves are complex, the ordinary law also applies to what is going on and the facts of each case will inevitably be different. So how do advisers tackle simplified advice from a legal standpoint? 

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Analysis

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Tony Wickenden: A matter of relevance

24 July 2014

A further look at how new planned IHT rules would apply to relevant property trusts.

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Weekly Adviser View

Mel Kenny

Mel Kenny: Don't give yourself away for free

22 July 2014

Defining whether you want to operate as a specialist or generalist is becoming a core requirement for advisers in establishing their proposition.

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Dennis Hall: The value of outcomes over the cost of advice

15 July 2014

Focusing on the cost of advice can detract from the outcome for clients.

Comments (2)

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Tom Kean: Collective DC is yet another blow to simplification

7 July 2014

With new initiatives continually coming to market, it makes it even harder for the average consumer to understand the profession’s nuances.  

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Alistair Cunningham

Profile: Alistair Cunningham on specialising and why social media is like the man in the pub

10 July 2014 | By Amanda Newman Smith

Differentiation from other advisers is key for the Wingate FInancial Planning director. 

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Trade Body View

Keith Richards

Keith Richards: Govt must focus on addressing the protection gap

21 July 2014

With one of the worst protection gaps in Europe, what will it take to address the issue? 

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Meeting the FCA's rules on costs disclosure

6 July 2014

The FCA has indicated increasing intolerance for non-compliance, so we are likely to see regulatory action if there is no improvement.

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