Aberdeen Asset Management have announced that they are to become the latest provider to create a training program for IFA's in relation to the upcoming RDR model. They will join forces with the Institute of Financial Planning to provide the new Adviser Intelligence scheme....
A number of financial advisers are urging investors to be cautious when it comes to seeing the currently turbulent market as a good buying opportunity. They are claiming that market is simply too unpredictable to make sound investments after a week of heavy falls and...
The former managing director of MoneySupermarket, Stuart Glendinning, has announced that he will be launching a new protection advice firm alongside some of his former colleagues from the company....
The FTAdvisor is reporting that the TaxPayers' Alliance has criticised the Serious Fraud Office (SFO) over the handling of the investigation into Keydata Investment Services after the SFO admitted it had no record of how much taxpayer money was spent during the investigation....
Traditionally, Accountancy practices have not felt the need to implement Customer Relationship Management (CRM) Systems. However, Informed Training has been speaking to a number of accountants, following the successful joint project where Informed Training along with Ascent Business Support provided the complete solution for our client Howarth Lynch Chartered...
A financial adviser who worked with Friends Life has accused the company of "bullying" him after the provider threatened to bankrupt him over a £140 clawback commission....
A recent survey conducted by Avelo has indicated that a large number of financial advisers are still not ready to make the transition to the retail distribution review regulations, especially on a technological level. The survey also found that around a third of those questioned...
Charles Brasted, who is the Counsel in Hogan Lovells UK & EU Public Law & Policy practice has claimed that industry wide calls for a judicial review on the upcoming RDR would have grounds, however the courts would be likely to provide "wide margin of...
Some groups are warning that the VAT status of adviser charging is to become more complex and may lead to advisers being forced to beat more costs in VAT unless contracts are reviewed....
Nick Cann, the chief executive of the IFP, has claimed that a delay to the implementation of the retail distribution review by another year will send out the wrong message to consumers and indicate that their is a lack of confidence in the method when...