Lead Magpie allows intermediaries to bid for mortgage leads.
The Financial Adviser Academy’s Steve Davis explains the options when you get your results on 2nd December, and your next steps.
Julian Thompson has increased the Axa Framlington emerging markets fund’s exposure to Russia and Mexico since he was appointed portfolio manager in December.
You’ve invested a lot in brushing up your technical knowledge for RDR, why not put it to good use by training other IFAs? It’s also a good way to differentiate yourself from the competition, says Chartered Financial Planner, Angela Murfitt.
EU Commissioner Michel Barnier is attending crunch talks over Solvency II this week.
YouGov’s Adele Gritten will tell advisers at this Wednesday’s conference what Tomorrow’s Client really wants…
In the first of a series of seven brief articles, Ian Patterson explores some of the myths that surround the Level four exams. In eachof the subsequent articles, he will spill the beans on each one of the R0 exams.
This week Ian Patterson gives the low down on R03 – Personal Taxation
These regional events will cover Gap Fill, CPD requirements and the issuing/application process for CII Statements of Professional Standing, and are open to all advisers (including non-CII members).
Jupiter has appointed Philip Matthews as deputy manager on Anthony Nutt’s £2.5bn income trust.
Bank of England governor Mervyn King believes that the inflation rate could remain above the 2 per cent target “until well into 2012”.
Revenues and profitability are important for any business, but for IFAs the demands of the Retail Distribution Review (RDR) are placing severe strain on both these metrics. Whether an IFA firm will survive and prosper post-RDR depends on the actions they take to resolve the issues.
PruProtect is reducing its income protection premiums by an average of 20 per cent for new clients following a review of its product range.
Are you thinking of continuing your studies to Level 6? Read exclusive insights from a seasoned CII examiner and find out about a brand new training programme starting this month.
Ian Patterson turns in his final eloquent, poignant, pithy, thought-provoking article exposing the naked truths about the Diploma exams – this week it’s R06.
In the second of his articles, Ian Patterson gives the lowdown on R01 – Financial Services, Regulation and Ethics.
In the third of his articles, Ian Patterson spills the beans on the R02 diploma exam – Investment Principles and Risk.
In his penultimate article on the common myths of the R0 exams, Ian Patterson sheds some light on R05 – Financial Protection.
The 6 myths about R04 download
There’s no avoiding pensions – so what do you need to know about R04 – Pensions & Retirement Planning? Ian Patterson spills the beans.
What do advisers believe business life and client requirements will look like in 2013?
What do you feel Tomorrow's Client will expect and require from the financial planning professional?
Read some of the IFA views given so far
If you have resolved this New Year to tackle the journey to Chartered Financial Planner status, then the Financial Adviser Academy’s Steve Davis can help you plan the route.