IFA Forum

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Liversidge – "Financial advice. Once the client has had it you cannot take it back" Liversidge – "Financial advice. Once the client has had it you cannot take it back" by	1 replies 54 views 0 likes	Anonymous 22 May 2013
Harlequin - …”50p commission for every £ invested”! Harlequin - …”50p commission for every £ invested”! by	1 replies 82 views 0 likes	Anonymous 21 May 2013
How much will YOU have to pay? Harlequin debacle How much will YOU have to pay? Harlequin debacle by	1 replies 35 views 0 likes	Anonymous 20 May 2013
Harlequin Directors may lose their home… Harlequin Directors may lose their home… by	3 replies 200 views 0 likes	Anonymous 17 May 2013
Over half of advisers worried about profitability. You? Over half of advisers worried about profitability. You? by	1 replies 36 views 0 likes	Anonymous 15 May 2013
You will NOT have to be regulated to write Wills You will NOT have to be regulated to write Wills by	1 replies 17 views 0 likes	Anonymous 15 May 2013
avelo/exchange avelo/exchange by	0 replies 28 views 0 likes	Anonymous 15 May 2013
Yet ANOTHER definition of ‘independent’ Yet ANOTHER definition of ‘independent’ by	1 replies 52 views 0 likes	Anonymous 13 May 2013
its not what is said. its not's what said its not what is said. its not's what said by Anonymous	7 replies 126 views 0 likes	Anonymous 7 May 2013
No Future In Financial Advice No Future In Financial Advice by	27 replies 421 views 0 likes	Anonymous 3 May 2013
Harlequin 'bribery'? BBC Panorama producer resigns Harlequin 'bribery'? BBC Panorama producer resigns by	5 replies 262 views 0 likes	Anonymous 30 Apr 2013
Should there be ‘free’ financial advice at age 50? Should there be ‘free’ financial advice at age 50? by	1 replies 23 views 0 likes	Anonymous 30 Apr 2013
IFA vs cricketer Paul Collingwood. Was what he wanted achievable? IFA vs cricketer Paul Collingwood. Was what he wanted achievable? by	1 replies 51 views 0 likes	Anonymous 29 Apr 2013
Independent Financial Advisers - No More Independent Financial Advisers - No More by	7 replies 286 views 0 likes	Anonymous 26 Apr 2013
Advisers using Standard Life platform up 12% Advisers using Standard Life platform up 12% by	2 replies 106 views 0 likes	Anonymous 24 Apr 2013
Are many of your clients aged 47 or over? Be prepared! Are many of your clients aged 47 or over? Be prepared! by	1 replies 105 views 0 likes	Anonymous 22 Apr 2013
What exactly do you need to do to stay independent? What exactly do you need to do to stay independent? by	1 replies 28 views 0 likes	Anonymous 15 Apr 2013
setting up a DA firm setting up a DA firm by	1 replies 43 views 0 likes	Anonymous 11 Apr 2013
Right To Buy Right To Buy by	5 replies 67 views 0 likes	Anonymous 11 Apr 2013
Suitability Report Software Suitability Report Software by Anonymous	5 replies 142 views 0 likes	Anonymous 4 Apr 2013
Sesame Sesame by Anonymous	4 replies 170 views 0 likes	Anonymous 4 Apr 2013
£900k short term savings £900k short term savings by Anonymous	0 replies 35 views 0 likes	Anonymous 3 Apr 2013
BBC Panorama on Harlequin pulled BBC Panorama on Harlequin pulled by	8 replies 310 views 0 likes	Anonymous 2 Apr 2013
Have I got this right? Have I got this right? by	38 replies 1,175 views 0 likes	Anonymous 22 Mar 2013
PI Insurance PI Insurance by Anonymous	1 replies 57 views 0 likes	Anonymous 22 Mar 2013
Route to becoming a Financial Adviser Route to becoming a Financial Adviser by Anonymous	1 replies 96 views 0 likes	Anonymous 15 Mar 2013
Standard Life profits as "IFA relationships remain strong" Standard Life profits as "IFA relationships remain strong" by	1 replies 8 views 0 likes	Anonymous 7 Mar 2013
SFO wants details of advisers who recommended Harlequin SFO wants details of advisers who recommended Harlequin by	1 replies 45 views 0 likes	Anonymous 7 Mar 2013
Platforms policy – what a mess! Platforms policy – what a mess! by	1 replies 36 views 0 likes	Anonymous 4 Mar 2013
“FSA definition means… anything that is whole of the market, minus just one option, must be restricted.” Are you prepared to risk it? “FSA definition means… anything that is whole of the market, minus just one option, must be restricted.” Are you prepared to risk it? by	3 replies 123 views 0 likes	Anonymous 1 Mar 2013
Another IFA ordered to compensate client over Keydata investment Another IFA ordered to compensate client over Keydata investment by	1 replies 100 views 0 likes	Anonymous 26 Feb 2013
IFA receiving compensation from providers over RDR readiness? IFA receiving compensation from providers over RDR readiness? by	1 replies 35 views 0 likes	Anonymous 26 Feb 2013
Do IFAs act as though restricted anyway? Do IFAs act as though restricted anyway? by	1 replies 24 views 0 likes	Anonymous 20 Feb 2013
RDR a friend of the IFA RDR a friend of the IFA by	1 replies 92 views 0 likes	Anonymous 14 Feb 2013
Why ignore Dilnot?! "How can this succeed?" Why ignore Dilnot?! "How can this succeed?" by	1 replies 17 views 0 likes	Anonymous 14 Feb 2013
Which Back-office system Which Back-office system by	4 replies 149 views 0 likes	Anonymous 13 Feb 2013
Product lapses less likely if sold by an IFA Product lapses less likely if sold by an IFA by	1 replies 16 views 0 likes	Anonymous 13 Feb 2013
Social Care Bill - people to be referred to financial advisers Social Care Bill - people to be referred to financial advisers by	2 replies 18 views 0 likes	Anonymous 12 Feb 2013
Who ‘owns’ IFA clients? Who ‘owns’ IFA clients? by	1 replies 45 views 0 likes	Anonymous 12 Feb 2013
Trail – moral hazard? Trail – moral hazard? by	1 replies 30 views 0 likes	Anonymous 6 Feb 2013