In part two of our three-part series on advisers’ top picks across the risk spectrum we look at the five most-selected funds for aggressive investors – ideal if you have clients looking to take on more risk in the wake of recent market rallies.
A duo of London-based advisers has been jailed for two years after committing a £145k fraud, HMRC announced today.
Over half of IFAs were asked for more advice from clients in 2012 than in 2011, and 58% anticipate further increases in advice sought this year, according to research released by Matrix Solutions.
Many advisers take umbrage at being termed salesmen and had hoped the removal of commission in return for product recommendations would put a stop to such references. Not so.
RDR has been implemented but the real challenges presented by the new financial services landscape have only just begun. Are you well placed to attract the clients you want in the fee-paying world?
The shift in financial responsibility from the state to the individual and the move by the regulator to ensure advisers act as the agents of their clients will be the biggest drivers of change in the financial services sector going forward, according to outgoing managing director of Morningstar OBSR, Richard Romer-Lee.
IFA service provider Paradigm Group is to launch a new investment management business billed as providing solutions at fund, model-portfolio and discretionary level.
The Association of Independent Financial Advisers (AIFA) is set to be renamed as the Association of Professional Financial Advisers (APFA) in preparation for the post-RDR landscape.
The number of intermediaries offering execution-only, non-advised services is set to triple in the next two years as RDR-pricing pressures force them to look elsewhere for revenue.
A group representing financial advisers across Europe is petitioning the European government not to introduce a ban on commission payments, a move it says will damage small business and hurt investors.
Little has changed in terms of client needs or demands when it comes to generating income but, healthily, what has changed is that the number of strategies they have available has increased.
Discretionaries willingness to establish unitised portfolios has helped push the amount of IFAs outsourcing some or all of their investment process up to 42%, according to Defaqto.
