IFA Online - Industry
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Finance portal promises to “revolutionise” adviser fact-finding published today at 12:49
<p><small> <!-- link --> <a href=http://www.ifaonline.co.uk/>ifaonline</a> <!-- end-link --> </small></p> <p><!-- subheading --> <!-- end-subheading --> <!-- summary --> A financial aggregation service claiming to herald a “revolution” in client data-gathering has launched amid a surge of FSA fines for failing to comply with the “know your client” rule. <!-- end-summary --> </p>
Article from IFA Online - Industry
Top tips on attracting clients of the future published today at 12:00
<p><small> <!-- link --> <a href=http://www.ifaonline.co.uk/>ifaonline</a> <!-- end-link --> </small></p> <p><!-- subheading --> What advisers must look to do to attract the customer of tomorrow <!-- end-subheading --> <!-- summary --> Chris Baigent-Reed, head of client engagement of 1st - Exchange, looks at what advisers must look to do to attract the customer of tomorrow. <!-- end-summary --> </p>
Article from IFA Online - Industry
Should you be considering model portfolios? published today at 12:00
<p><small> <!-- link --> <a href=http://www.ifaonline.co.uk/>ifaonline</a> <!-- end-link --> </small></p> <p><!-- subheading --> <!-- end-subheading --> <!-- summary --> John Porteous, head of distribution at Macquarie, discusses the benefits of model portfolios. <!-- end-summary --> </p>
Article from IFA Online - Industry
The LDF explained published today at 12:00
<p><small> <!-- link --> <a href=http://www.ifaonline.co.uk/>ifaonline</a> <!-- end-link --> </small></p> <p><!-- subheading --> <!-- end-subheading --> <!-- summary --> This month marks a year since the introduction of the Liechtenstein Disclosure Facility (LDF), an agreement between the UK and the tiny principality of Liechtenstein offering a partial tax amnesty to UK residents with offshore assets and a connection to Liechtenstein. <!-- end-summary --> </p>
Article from IFA Online - Industry
Comment: The dangers of 'friendly' advice published today at 11:45
<p><small> <!-- link --> <a href=http://www.ifaonline.co.uk/>ifaonline</a> <!-- end-link --> </small></p> <p><!-- subheading --> <!-- end-subheading --> <!-- summary --> It's Thursday night. You're at the pub with friends. The conversation turns to investing and, when you're asked for your opinion, you give it. <!-- end-summary --> </p>
Article from IFA Online - Industry
PosSol hires risk chief as past business probe continues published today at 08:00
<p><small> <!-- link --> <a href=http://www.ifaonline.co.uk/>ifaonline</a> <!-- end-link --> </small></p> <p><!-- subheading --> <!-- end-subheading --> <!-- summary --> Aegon-owned national IFA Positive Solutions has hired a compliance and risk director as it continues to conduct a company-wide legacy business review. <!-- end-summary --> </p>
Article from IFA Online - Industry
Cable could introduce bank firewalls published today at 07:45
<p><small> <!-- link --> <a href=http://www.ifaonline.co.uk/>ifaonline</a> <!-- end-link --> </small></p> <p><!-- subheading --> <!-- end-subheading --> <!-- summary --> Business secretary Vince Cable has conceded the UK's biggest banks may not be split along "crude lines" but instead firewalls could be introduced to separate retail and investment arms. <!-- end-summary --> </p>
Article from IFA Online - Industry
FSA fines Goldmans £20m published today at 07:30
<p><small> <!-- link --> <a href=http://www.ifaonline.co.uk/>ifaonline</a> <!-- end-link --> </small></p> <p><!-- subheading --> <!-- end-subheading --> <!-- summary --> Goldman Sachs has agreed to pay a fine of £20m to the FSA after failing to disclose trader Fabrice Tourre was under fraud investigation by the US Securities & Exchange Commission. <!-- end-summary --> </p>
Article from IFA Online - Industry
FSA fines Goldmans £17.5m published today at 07:30
<p><small> <!-- link --> <a href=http://www.ifaonline.co.uk/>ifaonline</a> <!-- end-link --> </small></p> <p><!-- subheading --> <!-- end-subheading --> <!-- summary --> Goldman Sachs has agreed to pay a fine of £17.5m to the FSA after failing to disclose trader Fabrice Tourre was under fraud investigation by the US Securities & Exchange Commission. <!-- end-summary --> </p>
Article from IFA Online - Industry
FSA clarifies thinking on using panels post RDR published yesterday at 15:15
<p><small> <!-- link --> <a href=http://www.ifaonline.co.uk/>ifaonline</a> <!-- end-link --> </small></p> <p><!-- subheading --> <!-- end-subheading --> <!-- summary --> The man leading the FSA’s RDR team today said firms will need to demonstrate to the regulator they are “constantly reviewing and refreshing” the products on their panels. <!-- end-summary --> </p>