TITLE

Case Study

AUTHOR(S)
Smith, Linda
PUB. DATE
May 2013
SOURCE
Money Marketing;5/23/2013, p58
SOURCE TYPE
Periodical
DOC. TYPE
Case Study
ABSTRACT
The article presents a case study focusing on some problems with changes to the Retail Mediation Activities Return (RMAR) affecting investment advisers in Great Britain as of 2013.
ACCESSION #
87976070

 

Related Articles

  • Unbiased broadens adviser search. McMillan, Paul // Money Marketing;10/4/2012, p17 

    The article reports on the plan of the website Unbiased.co.uk to add whole-of-market restricted advisers to its find a professional adviser online search.

  • Flexible route to work. Winnard, Lisa // Money Marketing;2/21/2013, p47 

    The author comments on why the financial adviser community in Great Britain should develop entry routes for workers who are opting for flexible work.

  • Bellpenny in white-label talks with IFDL. Macdonald, Sam // Money Marketing (Online Edition);11/1/2012, p57 

    The article reports on the negotiation between adviser consolidation group Bellpenny and Independent Funds Direct Ltd. (IFDL) to launch a white-labelled version of the platform in Great Britain.

  • Battle fatigue. Greenwood, Martin // Money Marketing;1/9/2014, p22 

    The author conveys his concerns on whether independent financial advisers and restricted advisers in Great Britain can work in peaceful co-existence.

  • Garry Heath launches £50k fundraising drive for advice regulation campaign. Sands, Mark // Money Marketing (Online Edition);11/18/2015, p1 

    The article reports on the launch of the fundraising initiative of adviser trade group Libertatem for lobbying its separate regulator for financial advisers in Great Britain.

  • Advisers condemn pension charge cap. Selby, Tom // Money Marketing;10/4/2012, p3 

    The article reports on the criticisms of investment advisers against British Labour Party leader Ed Miliband's proposal to introduce an annual cap on pension charges.

  • Difference between needs and wishes. Samuel, Adam // Money Marketing;4/3/2014, p50 

    In the article, the author discusses the need for financial advisers in Great Britain to differentiate between the needs and wishes of clients in order to make sensible recommendations as of early April 2014.

  • Sign up to receive MM Service Ratings research.  // Money Marketing (Online Edition);6/5/2014, p11 

    The article offers information on the upcoming 2014 Service Ratings report of British investment advisers magazine "Money Marketing" which will offer a definitive analysis on the services offered advisers, paraplanners and administrators across Great Britain.

  • Existing clients could provide advisers with route into D2C. KERR, MALCOLM // Money Marketing;5/22/2014, Issue 1438, p10 

    The author discusses the reasons behind the move of some insurance companies in Great Britain to shift in direct-to-consumer (D2C) market.

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics