Better Business

        Guest editor Lee Robertson: From clumsy beginnings...

        Professional Adviser | 01 Sep 2014 | 11:29

        Lee Robertson, guest editor for Professional Adviser this week, looks back on a quarter of a century in financial services...

        investment-quorum
        two businesspeople shaking hands

        Bellpenny adds £108m assets with Glasgow IFA buy

        IFA acqiurer Bellpenny has added more than 1,000 active clients and some £108m in funds under management after acquiring Glasgow IFA Reid, Scott & Ross.

        Professional Adviser | 01 Sep 2014 | 09:41
        nick-hungerford

        Nutmeg targets 100k users by Q2 2015 after posting £3.6m loss

        Online wealth manager Nutmeg is aiming to treble its user base in the coming months as it seeks to get up to scale after posting a loss for 2013.

        Professional Adviser | 01 Sep 2014 | 08:51

    Other Better Business articles

      bill-vasilieff

      Novia takes stake in wealth business to boost DFM service

      Wrap platform Novia has formed a strategic partnership with Tavistock by teaming up with Cocoon Investments to acquire a £250,000 stake in the business.

      Professional Adviser | 01 Sep 2014 | 08:48
      bills

      Sanlam UK advisory business falls into loss

      Sanlam Private Investments Wealth Management, the financial planning arm of Sanlam Private Investments (SPI), recorded a loss of more than £340,000 for 2013, its financial results show.

      Professional Adviser | 01 Sep 2014 | 08:19
      motorbike-sunset-silhouete

      Lighthouse extends affinity deal with motoring club

      Lighthouse Financial Advice, the middle market unit within national adviser Lighthouse Group, has extended a contract to provide advice to members of a motoring and leisure club for a further three years.

      Professional Adviser | 01 Sep 2014 | 08:07
      Vanguard logo

      Vanguard cuts charges on 25 funds as tracker price war hots up

      Vanguard is to cut charges on 25 UK and Irish-domiciled funds, including its LifeStrategy range, as it responds to recent price cuts from other providers in the tracker space.

      Professional Adviser | 28 Aug 2014 | 12:45
      west-bromwich-building-society

      West Bromwich director Hopwood departs

      West Bromwich Building Society sales and marketing director Richard Hopwood has left the business following a restructure of its executive team.

      Professional Adviser | 28 Aug 2014 | 12:16
      llewellyn2

      Armchair Critic: I want an IFA who knows whose money it is

      If our Armchair Critic Brendan Llewellyn were in the market for a financial adviser, what would he look for and how would he go about finding it?

      Professional Adviser | 28 Aug 2014 | 12:01
      simon-chamberlain-2

      Succession acquires tenth member firm in march to target

      Consolidator and wealth manager Succession Group has made its tenth acquisition putting it a step closer to achieving its target of 50 firms by 2017.

      Professional Adviser | 28 Aug 2014 | 11:01
      two businesspeople shaking hands

      IFA in hiring spree after reporting full-year loss

      Fee-based IFA Money Wise is looking to recruit advisers after putting a full-year loss for 2013 down to its "sub-scale" branches.

      Professional Adviser | 28 Aug 2014 | 10:55
      two businesspeople shaking hands

      James Hay parent to sell Irish advisory businesses for £10.8m

      IFG Group, which owns James Hay Partnership and high net worth IFA Saunderson House, has agreed to sell its Irish pension administration and advisory businesses for £10.8m.

      Professional Adviser | 28 Aug 2014 | 08:16
      A hand extended holding a bag of pounds - illustration

      Hourly-charging IFA Saunderson House profits top £4m

      Independent advisory firm Saunderson House, which charges for advice on a per-hour basis, posted a 6% increase in profits to more than £4m in 2013.

      Professional Adviser | 27 Aug 2014 | 12:48
      Social Media Sharing

      'Social media charter' for financial services firms launches

      A 'charter' for financial services firms using social media has launched weeks after the regulator published guidelines on how to communicate compliantly on platforms such as Facebook and Twitter.

      Professional Adviser | 27 Aug 2014 | 12:47
      Money Advice Service

      All advisers could be included on Money Advice Service directory

      All regulated financial advisers could be included on a new directory being set up by the Money Advice Service (MAS) after the industry and consumers gave the green light to the project.

      Professional Adviser | 27 Aug 2014 | 12:12
      stockmarketboards

      IMA: Tracker funds net retail sales highest on record at £532m

      Tracker funds saw net retail sales of £532m in July, the highest level since Investment Management Association (IMA) records began twenty two years ago.

      Professional Adviser | 27 Aug 2014 | 10:18
      two businesspeople shaking hands

      Network spends £700k settling Keydata and Arch claims

      The Whitechurch Network spent more than £704,000 in 2013 settling claims related to advice given by its appointed representatives on Keydata and Arch Cru.

      Professional Adviser | 27 Aug 2014 | 07:34
      Scotland and UK flags

      Scottish independence: Firms question "Yes" vote business case

      More than 130 businesses have signed a letter saying the business case for Scottish independence "has not been made".

      Professional Adviser | 27 Aug 2014 | 07:30
      exit-sign-dark

      Berkeley Burke director Gareth Roberts leaves

      Berkeley Burke director Gareth Roberts, who was in charge of implementing Retail Distribution Review (RDR) rules in the firm's wealth management division, has left the firm.

      Professional Adviser | 26 Aug 2014 | 13:18

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