Rachael Adams has left Money Marketing
Smart Financial Planning managing director and head of the North-west branch of the IFP on why the world is finally coming round to his way of thinking.
A change in the law governing the ownership of law firms came into effect this year which could offer IFA firms opportunities to expand their businesses.
Swiss Re is launching an online tool that analyses how healthy consumers are to identify appropriate life insurance products.
Aside from the economics of independence, the spectre of an independent Scotland raises problems for a large number of financial services companies
Rachael Adams reports that widespread financial illiteracy among young people on even basic issues has brought a report by MPs calling for compulsory financial education in all schools.
Money Marketing asks four non- Aifa advisers what would make them join the trade body?
OBR chairman Robert Chote answers questions at today’s press conference.
Protection experts agree drastic measures are needed to raise the sector’s profile but is mandatory cover a step too far?
SimplyBiz chairman Ken Davy says the RDR requirement for advisers to obtain a statement of professional standing every year is “ridiculous”.
The new CEO of investment management and stockbroking firm Rowan Dartington is looking to bring the discretionary management business Signature closer to the Rowan brand.
The company has expanded quickly with aquisitions and extending its armoury of products with a range of annuities.
Auto-enrolment and an increase in tuition fees means graduates must decide whether to stay enrolled or pay off their tuition debts.
Aviva has delayed its critical-illness campaign in favour of an income protection advert, which will launch on Sunday.
Friends Life chief executive talks to Rachael Adams about the reasons behind the company’s decision to split its open and closed business.
Ahead of this year’s political conference season Rachael Adams look at the likely debating points.
Aviva is launching a critical-illness TV campaign following its successful life insurance adverts.
The chief executive of Aviva UK is determined to prove to doubting IFAs that the company is their friend rather than their enemy.
Rachael Adams analyses the perils and attractions of unregulated collective investment schemes as the regulator continues its crackdown.
Bright Grey’s propositions director Roger Edwards feels the so-called ’gentle death’ of the protection sector is exaggerated.
PFS president Eddie Grant talks to Rachael Adams about the launch of the Tomorrow’s Client conference.
Rathbones will launch a fixed income product by the end of the year.
Rachael Adams reports on the angry reaction from IFAs besieged by continually rising regulatory costs.
Rachael Adams spells out the facts behind the acronyms as fund managers look for the frontier markets that could be the next Bric.
Financial Express is rebranding as FE in an attempt to unify its different products and prepare for overseas growth.
Rachael Adams reports on industry reaction to new legislation which outlaws insurers refusing a claim due to accidental non-disclosure by customers.
The FSA has reiterated its stance on reviewing the FSCS, saying that it cannot speed up the process until regulation in Europe is finalised.
Rachael Adams speaks to some of Axa’s Wealth charity fund team ahead of their attempt to scale Kilimanjaro.
Rachael Adams reports on how advisers outside the UK are also facing regulatory upheaval because of the RDR?
The director general of the AIC believes raising industry awareness of the long-term value of investment trusts is key to driving up IFA recommendations.
Rachael Adams looks at the hurdles in place for advisers wanting to relocate overseas.
The founder of Paradigm feels IFAs are not getting the credit they deserve and plans to streamline the way business is written to create more value for advisers.
Avelo is to offer a financial planning tool with cashflow planning and risk-profiling functions as part of its Adviser Office suite.
Avelo’s managing director was responsible for rebranding the technology provider and although this was met with mixed reactions from the industry he is adamant the company is already delivering better solutions.
The RDR is likely to see more IFAs opting to outsource their investment processes. Rachael Adams considers the pros and cons.
At least 18 members of Positive Solutions resign after the firm hikes its member charges by up to 5 per cent.
Equilibrium’s managing partner is convinced the future of the intermediary industry lies with technology and the company’s modern approach to advice is already paying off.
Rachael Adams reports on reaction to the European Court ruling banning the use of gender in pricing insurance
House repossession rates have remained low throughout the economic crisis but, with interest rates set to rise, there are signs all that could be about to change. Rachael Adams reports
Legal & General RDR and commercial director Danny Wynn says the retail distribution review will have a big impact on charging structures in the protection industry.
Prudential distribution strategy director Russell Warwick believes advisers will embrace restricted advice models after the RDR.
Plutus Wealth Management was only set up two years ago and one of the firm’s founders says the company is aiming to be the new face of IFAs with an emphasis on younger age groups and using social media to communicate with clients.
Rachael Adams reports on a rift among the Conservatives over housing market policy
Perspective Financial Group quickly established itself in the IFA consolidation market and now the firm’s ambitious managing director has plans to build the company further this year
Rachael Adams reports on the increasing effect of continental regulation on the UK, with even the FSA coming under European surveillance.
The third annual UK Million Dollar Round Table Day will welcome MDRT President 2010/2011 Julian Good as a speaker.
Helm Godfrey founder explains why he is stepping down as managing director to focus more on life planning venture Project Eve.
Rachael Adams looks at wide-ranging regulation changes in store for this year.
Perspective Financial Group acquires seventh firm of the year.
Wilson to step down next month to focus on financial planning service Project Eve.
Rachael Adams reports that 2010 saw the regulator finally putting the frighteners on with big fines even as its abolition was announced and IFAs fought against a massive FSCS levy.