This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies. Find out more here.
X

Advisers

News

Cash-Money-Currency-700.jpg

Sesame to pay PI excess for firms going to Intrinsic or Bankhall

27 April 2015 10:01 am | By Tessa Norman

ARs will not be pursued for PI excesses if they choose one of Sesame’s preferred exit options. 

Comments (2)

Old Mutual Wealth 2014

Sesame confirms Intrinsic AR referral deal

24 April 2015 4:13 pm | By Sam Brodbeck

Money Marketing revealed tie-up last month.

Comments (3)

Richards-Keith-700x450.jpg

PFS launches consumer education website

24 April 2015 12:19 pm | By Tessa Norman

Site features money guidance and tools and a new adviser directory. 

Ballot-Box-Vote-700.jpg

Election 2015: What are the key manifesto pledges affecting advisers?

24 April 2015 11:00 am | By Sam Brodbeck, Mark Sands

With the general election now weeks away, Money Marketing looks at the key election pledges impacting advisers and their clients.

Comments (1)

Altmann-Ros-2010-700x450.jpg

Could Conservatives' Pension Wise review spell the end for MAS?

24 April 2015 9:30 am | By Mark Sands

The Conservatives want to extend the remit of Pension Wise to cover all working people.

Comments (4)

Lowe-Steve-700.jpg

Phoenix signs up to Just Retirement simplified advice service

24 April 2015 8:50 am | By Sam Brodbeck

Customers will be referred to Just Retirement for over the phone recommendations.

Locking horns.jpg

Locking horns: Garry Heath clashes with Apfa over adviser trade body plans

24 April 2015 8:30 am | By Tessa Norman, Sam Brodbeck

Will the launch of another adviser trade body weaken the industry’s lobbying power?

Comments (9)

Scorpion-Predatory Arthropod Arachnid-Venom-Sting-700.png

Ombudsman says Prudential wrong to block transfer to suspect scheme

23 April 2015 3:19 pm | By Sam Brodbeck

Pensions Ombudsman says provider failed to properly investigate the transfer.

Comments (1)

Read more adviser news

Opinion

Tony-Wickenden-MM-Peach-700x450.jpg

Tony Wickenden: Should Help to Buy Isa’s incentive method extend to pensions?

27 April 2015

One of the big headline grabbers from last month’s Budget was the Help to Buy Isa.

Kim-North-MM-Peach-700.jpg

Kim North: Stockmarket the only home for pension cash

24 April 2015

We need to provide as much education as we can on pension choices.

Cyber security

MM leader: Waking up to the cybercrime threat

23 April 2015

One wrong move could ultimately bring down a company if sensitive data gets into the wrong hands.

McKenna-Ian-MM-2014-700.jpg

Ian McKenna: Treading the fine line between good and bad robo advice

23 April 2015

The emergence of real robo-advisers is, in all probability, closer than most expect. 

Richard-Leeson-MM-Peach-700.jpg

Richard Leeson: FCA has let us down on insistent client rules

22 April 2015

How can we allow people to ignore professional advice warnings and run headlong towards a financial cliff?

Comments (14)

Cash-Money-Currency-700.jpg

Joanne Smith: Don’t let poor performance management lead to misselling

21 April 2015

Despite recent industry improvements on staff incentives in a bid to reduce misselling, wider performance management techniques have been found to negatively influence the behaviour of frontline staff.

Read more adviser opinion

Analysis

Financial advice-planning-advice-cashflow-analysis

Tales from the frontline on pension freedoms

24 April 2015 | By Amanda Newman Smith

Advisers talk to Money Marketing about some of the notable client queries about accessing their pension pot.

Comments (1)

More adviser analysis

Weekly Adviser View

Lee-Robertson-MM-Peach-700.png

Lee Robertson: Rise to the challenge

24 April 2015

Surely all worthwhile “movements” are born with some controversy, not a little doubt and very often with some pain along the way?

Comments (2)

Mel Kenny

Mel Kenny: Why reading the trade press is not a waste of time

21 April 2015

Those who ignore the trade press miss out on some technical brilliance from the handful of leading journalists and established technicians in the industry.

Comments (3)

Nick Bamford MM 700

Nick Bamford: Time for a systems and processes check up

17 April 2015

Creating and implementing diligent systems and processes now might well save some future embarrassment.

More Adviser Views

duckworth

Profile: Openwork's new chief on the dearth of advisers

23 April 2015 | By Amanda Newman Smith

Openwork’s chief executive on the opportunities for new financial services’ recruits to fill the advice gap

Read more adviser profiles

Most recent comments

View more comments

Trade Body View

Studying-Student-Education-University-Uniball-Pen-700.jpg

Apfa: Is now the time to get pension transfer qualified?

2 April 2015

Advisers must start to think about preparing for another qualification requirement.

Linda-Smith-700x450.png

Linda Smith: What to expect from Pension Wise

11 March 2015

Will the Government’s goal of better-informed consumers beat a path to advisers’ doors?

More from Trade Body View

Fund Data

Editor's Pick



Poll

Do you see the value in adviser trade bodies?

Job of the week

Latest jobs

View all jobs

Most recent comments

View more comments