IFA Forum

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IFAs dropping clients with less than £50k to invest? IFAs dropping clients with less than £50k to invest? by	1 replies 189 views 1 likes	Anonymous 10 Dec 2014
IFA - wanted IFA - wanted by	0 replies 78 views 1 likes	Anonymous 9 Dec 2014
Another annoyed at Paul Lewis' comments Another annoyed at Paul Lewis' comments by	0 replies 161 views 1 likes	Anonymous 26 Nov 2014
"Advisers need to deliver to their clients’ service expectations" "Advisers need to deliver to their clients’ service expectations" by	0 replies 57 views 0 likes	Anonymous 18 Nov 2014
IFA leaves Sesame in order to retain ‘independence’ IFA leaves Sesame in order to retain ‘independence’ by	10 replies 409 views 0 likes	Anonymous 6 Nov 2014
The unusual relationship between adviser and client – almost a pact The unusual relationship between adviser and client – almost a pact by	0 replies 63 views 0 likes	Anonymous 5 Nov 2014
Buying an IFA practice? Follow these rules Buying an IFA practice? Follow these rules by	0 replies 71 views 0 likes	Anonymous 3 Sep 2014
Which instiution for IFA qualification? Which instiution for IFA qualification? by	7 replies 130 views 0 likes	Anonymous 16 Jul 2014
Top 10 times when IFAs take on the big boys & won Top 10 times when IFAs take on the big boys & won by	0 replies 53 views 0 likes	Anonymous 8 Jul 2014
Call for fixed price 'focused advice' by CII & Age UK Call for fixed price 'focused advice' by CII & Age UK by	0 replies 34 views 0 likes	Anonymous 26 Jun 2014
IFA sellers could end up accepting rock-bottom valuations IFA sellers could end up accepting rock-bottom valuations by	0 replies 41 views 0 likes	Anonymous 4 Jun 2014
IFAs - would you sell up? IFAs - would you sell up? by	0 replies 45 views 0 likes	Anonymous 23 May 2014
At last - FCA to consult on long-stop At last - FCA to consult on long-stop by	3 replies 124 views 0 likes	Anonymous 8 Apr 2014
Which EXPO are you going to attend? Which EXPO are you going to attend? by	9 replies 143 views 0 likes	Anonymous 17 Mar 2014
Fixed Fees and ISA and Pension Reviews Fixed Fees and ISA and Pension Reviews by Anonymous	1 replies 60 views 0 likes	Anonymous 14 Mar 2014
SJP event being advertised as 'independent'??? SJP event being advertised as 'independent'??? by	10 replies 281 views 3 likes	Anonymous 11 Mar 2014
Advice firms look for a long stop alternative Advice firms look for a long stop alternative by	1 replies 42 views 0 likes	Anonymous 19 Feb 2014
Investors awarded FOS compo CANNOT pursue adviser for more Investors awarded FOS compo CANNOT pursue adviser for more by	0 replies 114 views 0 likes	Anonymous 14 Feb 2014
Harlequin chief’s son found guilty of fraud Harlequin chief’s son found guilty of fraud by	0 replies 56 views 0 likes	Anonymous 13 Feb 2014
Unregulated SIPP Investment sales - how can this carry on? Unregulated SIPP Investment sales - how can this carry on? by	4 replies 171 views 0 likes	Anonymous 21 Jan 2014
"Most small IFAs will not exist in 10 years time..."? "Most small IFAs will not exist in 10 years time..."? by	2 replies 223 views 0 likes	Anonymous 8 Dec 2013
Couple left 500k in debt due to IFA Couple left 500k in debt due to IFA by	1 replies 100 views 1 likes	Anonymous 14 Nov 2013
IFAs apply for review of FOS rulings on Keydata IFAs apply for review of FOS rulings on Keydata by	0 replies 35 views 0 likes	Anonymous 30 Oct 2013
Investors targeting IFAs over Harlequin Investors targeting IFAs over Harlequin by	0 replies 50 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 62 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 79 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 184 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 66 views 0 likes	Anonymous 2 Oct 2013
A perfect mix of Hargreaves and SJP A perfect mix of Hargreaves and SJP by	0 replies 48 views 0 likes	Anonymous 2 Oct 2013
IFAs warning over commission switch-off IFAs warning over commission switch-off by	4 replies 272 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 43 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 136 views 0 likes	Anonymous 17 Sep 2013
Non-Regulated Advice Non-Regulated Advice by Anonymous	45 replies 967 views 0 likes	Anonymous 6 Sep 2013
South Yorkshire IFA Wanted South Yorkshire IFA Wanted by	2 replies 54 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 61 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 40 views 0 likes	Anonymous 16 Aug 2013
certified certified by	10 replies 228 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 15 views 0 likes	Anonymous 14 Aug 2013
Harlequin – latest alert Harlequin – latest alert by	17 replies 451 views 0 likes	Anonymous 11 Aug 2013
IFA firms gave ‘unsuitable’ advice over Keydata IFA firms gave ‘unsuitable’ advice over Keydata by	1 replies 8 views 0 likes	Anonymous 8 Aug 2013