Better Business: Take your place in the professional world

clock

Mark Benson, technical manager at WAY Investment Services, says there are various ways IFAs can prepare for the increase in the minimum qualification level proposed in the RDR...

One of the most positive developments in financial services over the past few years has been the amount of effort many practitioners have put into developing financial planning into a recognised profession that can stand shoulder to shoulder with solicitors and accountants. The journey so far has seen changes to the qualification framework taking place at the same time as a huge shift away from nationwide single company sales forces, towards fee-based, independent financial planning firms of all sizes. Whilst these changes could be characterised as if the adviser community is under at...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Advisers have opportunity to deepen private market engagement

Advisers have opportunity to deepen private market engagement

Most client allocations to private markets are either 5%-10% or 1%-5%

Isabel Baxter
clock 18 November 2024 • 2 min read
Royal London cuts number of governed range portfolios

Royal London cuts number of governed range portfolios

Renaming remaining portfolios to reflect level of investment risk

Jenna Brown
clock 18 November 2024 • 1 min read
AJ Bell cuts fees across multi-asset income range

AJ Bell cuts fees across multi-asset income range

£1.5bn of inflows this year

Beth Brearley
clock 14 November 2024 • 1 min read