Investing in the profession
An advice firm consolidator is requiring all of its advisers to attain Chartered status, requiring Level 6 qualifications - two grades above the minimum.
Chartered IFA firm Almary Green has bought out Jones Financial Planning for an undisclosed sum.
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The Personal Finance Society (PFS) has launched an online space to share good practice guides with advisers.
The adviser/solicitor working relationship should run deeper than referrals, writes Ian Muirhead
A national advice firm has launched the final stage of its adviser development programme, designed to help advisers improve their client service and increase their revenue.
The shareholders of Tavistock Investments have approved the firm's takeover of Standard Financial Group and its troubled adviser network Financial Ltd.
The chief executive of national IFA Ashcourt Rowan has talked of the importance of scale in wealth management as the company awaits regulatory approval for a near-£100m takeover by Towry.
Financial services firm consolidator Succession Advisory Services has signed two new advisers to its pool of members, adding £200m to its £10bn funds under management (FUM).
Listed advice firm Lighthouse Group has teamed with a discretionary investment manager to create a 'cost-effective' focused investment advice service to be delivered online.
The Association of Professional Financial Advisers (APFA) has negotiated new discounts for members which it claims could save smaller firms up to £300 a year in running costs.
For financial services to survive and thrive, it needs to be made more appealing to young talent. Lee Travis looks at whether a new government-backed scheme might be the answer...
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.
Advisers have accused the Personal Finance Society (PFS) of creating a “two-tier membership” after it emerged some will be left out of the new version of the organisation’s adviser database and will not have the same details displayed on their profiles as other PFS members.
True Potential has been invited to showcase its technology at New York City's FinovateFall 2014, a trade show dedicated to banking and financial technology.
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