DFM model portfolio charges on platforms need to be cut
- Wednesday, 03 October 2012
- Articles
Mark Polson, founder of investment consultancy The Lang Cat, has warned that DFMs (discretionary fund managers) may be charging too much for model portfolios on platforms.
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Jane Holt tells Paraplanners the 'world is your oyster'
- Tuesday, 02 October 2012
- Articles
Jane Holt, Paraplanner at Mackenzie Financial Planning, has told Paraplanners at the Institute of Financial Planning annual conference "the world is your oyster" at the moment.
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Transact's Ian Taylor warns RDR will cause scramble for distribution
- Tuesday, 02 October 2012
- Articles
Chief executive of Transact Ian Taylor warned delegates at the Institute of Financial Planning annual conference that the RDR will lead to a scramble in distribution.
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New PI Insurance scheme to benefit Accredited Financial Planning Firms
- Monday, 01 October 2012
- Articles
IFP Accredited Financial Planning Firms can benefit from enhanced professional indemnity insurance thanks to a deal with Lloyds broker IFA Solutions.
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