IFA Forum

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Investors targeting IFAs over Harlequin Investors targeting IFAs over Harlequin by	0 replies 51 views 0 likes	Anonymous 23 Oct 2013
Want to stay ‘independent’ or do Exec only? Read this! Want to stay ‘independent’ or do Exec only? Read this! by	0 replies 63 views 0 likes	Anonymous 17 Oct 2013
Fraudsters using genuine IFAs names to scam UK investors Fraudsters using genuine IFAs names to scam UK investors by	0 replies 80 views 0 likes	Anonymous 14 Oct 2013
IFAs selling up before trail is switched off? IFAs selling up before trail is switched off? by	1 replies 185 views 1 likes	Anonymous 11 Oct 2013
Bamford ditched IFA status – but now he’s back Bamford ditched IFA status – but now he’s back by	0 replies 67 views 0 likes	Anonymous 2 Oct 2013
A perfect mix of Hargreaves and SJP A perfect mix of Hargreaves and SJP by	0 replies 49 views 0 likes	Anonymous 2 Oct 2013
IFAs warning over commission switch-off IFAs warning over commission switch-off by	3 replies 273 views 1 likes	Anonymous 29 Sep 2013
IFA told to remove complaint time limit from contracts IFA told to remove complaint time limit from contracts by	1 replies 44 views 0 likes	Anonymous 27 Sep 2013
Friends Life to cut trail commission on two bonds in October Friends Life to cut trail commission on two bonds in October by	5 replies 137 views 0 likes	Anonymous 17 Sep 2013
Non-Regulated Advice Non-Regulated Advice by Anonymous	45 replies 972 views 0 likes	Anonymous 6 Sep 2013
South Yorkshire IFA Wanted South Yorkshire IFA Wanted by	2 replies 55 views 0 likes	Anonymous 20 Aug 2013
IFA to compensate client ‘as if they hadn’t invested’ IFA to compensate client ‘as if they hadn’t invested’ by	1 replies 62 views 0 likes	Anonymous 16 Aug 2013
Can you use only one Platform and be ‘independent’? Can you use only one Platform and be ‘independent’? by	1 replies 41 views 0 likes	Anonymous 16 Aug 2013
certified certified by	10 replies 229 views 0 likes	Anonymous 14 Aug 2013
Six IFA firms 'guinea pigs' in showdown over Keydata Six IFA firms 'guinea pigs' in showdown over Keydata by	1 replies 16 views 0 likes	Anonymous 14 Aug 2013
Harlequin – latest alert Harlequin – latest alert by	17 replies 453 views 0 likes	Anonymous 11 Aug 2013
IFA firms gave ‘unsuitable’ advice over Keydata IFA firms gave ‘unsuitable’ advice over Keydata by	1 replies 9 views 0 likes	Anonymous 8 Aug 2013
Over 30% of IFA clients say they will not pay for investment advice Over 30% of IFA clients say they will not pay for investment advice by	1 replies 41 views 0 likes	Anonymous 6 Aug 2013
FSRE FSRE by	1 replies 36 views 0 likes	Anonymous 2 Aug 2013
IFA profits surge despite RDR? IFA profits surge despite RDR? by	1 replies 23 views 0 likes	Anonymous 31 Jul 2013
Life offices turning commission off for smaller IFAs? Life offices turning commission off for smaller IFAs? by	1 replies 88 views 0 likes	Anonymous 19 Jul 2013
IFA firm’s profits rise 20% with post RDR fee push IFA firm’s profits rise 20% with post RDR fee push by	1 replies 16 views 0 likes	Anonymous 16 Jul 2013
FCA cancels IFA's permissions... FCA cancels IFA's permissions... by	1 replies 28 views 0 likes	Anonymous 15 Jul 2013
IFAs 'Act now to establish your AE proposition' IFAs 'Act now to establish your AE proposition' by	1 replies 40 views 0 likes	Anonymous 15 Jul 2013
IFA '85% of the industry sell, they don't advise...' IFA '85% of the industry sell, they don't advise...' by	2 replies 119 views 0 likes	Anonymous 12 Jul 2013
Accountants telling IFAs to halve their fees?! Accountants telling IFAs to halve their fees?! by	3 replies 214 views 0 likes	Anonymous 10 Jul 2013
URGENT HELP NEEDED URGENT HELP NEEDED by Anonymous	2 replies 126 views 0 likes	Anonymous 1 Jul 2013
Help please I am thinking of becoming a Mortgage Broker Help please I am thinking of becoming a Mortgage Broker by	14 replies 200 views 0 likes	Anonymous 29 Jun 2013
Why are the over 55s rejecting professional finance advice? Why are the over 55s rejecting professional finance advice? by	3 replies 98 views 0 likes	Anonymous 27 Jun 2013
£40 to cut out f2f and rely on phone £40 to cut out f2f and rely on phone by	5 replies 279 views 0 likes	Anonymous 26 Jun 2013
Will one-man advice firms survive without external support? Will one-man advice firms survive without external support? by	1 replies 56 views 0 likes	Anonymous 21 Jun 2013
Are lawyers knowledgeable enough to do will writing? Some say no! Are lawyers knowledgeable enough to do will writing? Some say no! by	8 replies 160 views 0 likes	Anonymous 20 Jun 2013
The cheek! Fancy calling IFAs parasites! The cheek! Fancy calling IFAs parasites! by	4 replies 408 views 0 likes	Anonymous 14 Jun 2013
Unregulated investments – what the public are told. Make sense? Unregulated investments – what the public are told. Make sense? by	2 replies 38 views 0 likes	Anonymous 14 Jun 2013
Skandia apologises after misplacing 100 adviser forms Skandia apologises after misplacing 100 adviser forms by	1 replies 14 views 0 likes	Anonymous 14 Jun 2013
Independent & restricted advice - Are your clients confused? Independent & restricted advice - Are your clients confused? by	1 replies 33 views 0 likes	Anonymous 5 Jun 2013
Odd income inequality within the financial services sector? Odd income inequality within the financial services sector? by	1 replies 30 views 0 likes	Anonymous 4 Jun 2013
“IFAs appear to have shifted their past business practices lock stock and barrel into a new regulatory regime” “IFAs appear to have shifted their past business practices lock stock and barrel into a new regulatory regime” by	6 replies 165 views 0 likes	Anonymous 1 Jun 2013
Aviva’s new tool to help advisers grow client banks Aviva’s new tool to help advisers grow client banks by	1 replies 38 views 0 likes	Anonymous 29 May 2013
Moneybox’s Paul Lewis “Fund Managers taking most of the gains” Moneybox’s Paul Lewis “Fund Managers taking most of the gains” by	1 replies 18 views 0 likes	Anonymous 28 May 2013