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Financial advice

Your profession

Hundreds of advisers to offer pro-bono sessions to stir public's interest

Advisers registered with IFA directory Unbiased are to offer free introductory advice sessions to consumers in a bid to stir interest in advice.

clock 28 January 2015 •

Your profession

National IFA's adviser numbers sink by 64% since 2009

National IFA Positive Solutions has seen its adviser numbers tumble 64% in the last five years, though the level of departures seems to have stabilised.

clock 27 January 2015 •

Investment

With markets like this, what's an investment adviser to do?

With markets like these, what's an investment adviser to do?

clock 26 January 2015 •

Regulation

FCA outlines approach to 'decision tree' investment distribution models

The Financial Conduct Authority (FCA) has provided what it hopes is further clarity on the boundaries of advice and information when building decision tree based investment models, following concerns about the clarity of its initial suggestions.

clock 22 January 2015 •

Regulation

FCA tweaks guidance on what constitutes 'advice'

The Financial Conduct Authority (FCA) has set out its final definitions of regulated advice and personal recommendations in retail investment, in a move it hopes will help firms develop 'low cost' distribution models with confidence.

clock 22 January 2015 •

Regulation

Advisers charging more post-RDR despite lower product prices

Advisers are charging clients more post-Retail Distribution Review (RDR), despite falling product prices, a consultancy hired by the Financial Conduct Authority (FCA) has found.

clock 16 December 2014 •

Regulation

IFA petitions FCA for total ban on UCIS

An IFA has launched a petition calling on the Financial Conduct Authority (FCA) to ban unregulated collective investment schemes (UCIS) outright.

clock 12 December 2014 •

Retirement

Brave new world: Three things that changed advice forever in 2014

Three things that changed advice forever in 2014

clock 12 December 2014 •

Regulation

'Could do better': An RDR end of year two report card

An end of year two report card

clock 10 December 2014 •

Charging

'Ludicrous': Consultant savages Vanguard value-of-advice research

'Unbelievable, flawed, ludicrous': Clive Waller savages Vanguard research on value of advice

clock 09 December 2014 •
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