Standard Life helps advisers plan to protect their revenue stream post-RDR
An adviser charging transition plan that outpaces reducing commission revenue is the key to the sustainability of an adviser business, says Graeme Bold, Standard Life Director UK Retail RDR.
Legal & General announce new partnership with Principality Building Society
Legal & General is pleased to announce that it will be partnering with Principality Building Society as the main provider of financial services advice and products when the FSA Retail [...]
Advisers getting fit for the future
According to the latest Adviser Barometer from Aviva, with less than six months to go advisers are well on track to be Retail Distribution Ready (RDR) ready. Adviser exit levels [...]
Financial firms which consistently market themselves in a recession perform better than those that don’t
Want to generate more clients, more revenue, and more sales leads? Whatever it is, the budget you put in place for your annual marketing will shape the results you achieve. [...]
Adding automated payments will increase efficiency in financial services – businesses and software
Facing large changes; the RDR, HMRC’s RTI (real time information) and the ABI’s new Code of Conduct As the FSA’s new regulations, across multiple sectors of the financial advisers industry, [...]
Free investment company training
Online sessions will help advisers get ready for RDR and provide certified training up to Level 4 The Association of Investment Companies (AIC) is now offering free online accredited training [...]
Avalon providing a flexible and unrivalled personal service
Our competitors may describe us as small, we say we are flexible and offer an unrivalled personal service. Read on to find out why this is a perfect combination for [...]
