Former IFP president Julie Lord joins Towry

        Professional Adviser | 04 Jul 2014 | 10:15

        Former president of the Institute of Financial Planning (IFP) Julie Lord has been appointed as senior client partner at Towry.

        PA-awards
        Three businesspeople meet and shake hands

        I'll do it my way: Three start-ups discuss charges, business models and the future of advice

        More advisers are starting up their own businesses, looking for the freedom to run things their way. Here, three tell Carmen Reichman how and why they did it...

        Professional Adviser | 03 Jul 2014 | 11:44
        Start-up protecting investment

        The great break-away: How the RDR sparked a new wave of start-up firms

        Cutting edge advisers dissatisfied with old-style practices are voting with their feet and doing it for themselves. Carmen Reichman asks: is this the start of a new era of advisory start-ups?

        Professional Adviser | 03 Jul 2014 | 11:27

    Other Investing in the profession articles

      profit-graph

      Simplybiz profits up as 2% of members leave industry

      Support services provider Simplybiz has seen a 10% increase in profits in the first year post-Retail Distribution Review (RDR) while 2% of its members have left the industry.

      Professional Adviser | 02 Jul 2014 | 10:44
      Business handshake

      Sole trader sells to Gemini WM due to 'ever increasing cost pressures'

      IFA and wealth manager Gemini Wealth Management has acquired the pension and investment business from a fellow advisory firm after it shut up shop due to the "increasing costs" put on small firms.

      Professional Adviser | 02 Jul 2014 | 07:16
      profits

      Financial services firms upbeat despite profit dip - survey

      Business volumes in financial services were up in the three months to June fueling optimism in the industry, despite an unexpected fall in profitability, according to a survey by the Confederation of British Industry (CBI) and PwC.

      Professional Adviser | 01 Jul 2014 | 10:16
      derek-bradley-2

      Panacea Adviser unveils independent trail commission guide

      Online support service Panacea Adviser has launched a guide to help firms plan their strategies around the switch-off of trail commission.

      Professional Adviser | 26 Jun 2014 | 11:10
      carby-keith

      Ex-Positive Solutions consultant launches advice firm in Caerus network

      Former Positive Solutions and Openwork consultant Martin Brown has launched an advisory firm authorised by the Caerus Capital Group network.

      Professional Adviser | 19 Jun 2014 | 11:17
      Illustration of employment

      Does the advice market need an industry-led apprentice scheme?

      Young people from a broader variety of backgrounds are breaking into fund management through the Investment 2020 apprentice programme. Should the advice profession follow a similar path?

      Professional Adviser | 13 Jun 2014 | 11:01
      personal-touch-logo

      Personal Touch launches business development programme for members

      Mortgage adviser network Personal Touch Financial Services has launched a business development programme for its member firms to help them grow and manage their businesses.

      Professional Adviser | 11 Jun 2014 | 07:58
      niche-market

      Wellian launches hybrid bespoke-model solution

      Discretionary fund manager Wellian Investment Solutions has launched a 'hybrid' investment option which, it hopes, will attract a "growing niche" of investors that are not fully suited to bespoke options.

      Professional Adviser | 04 Jun 2014 | 07:29
      presentation

      Read my lips: How to hone your presentation skills

      Rebecca Jones looks at how advisers can get their message across effectively, whether in the boardroom or a living room

      IFAonline | 24 Feb 2014 | 07:10
      pfs-cii

      PFS launches panel to direct consumer confidence work

      The Personal Finance Society (PFS) has established a 'consumer insight panel' to help guide its work on improving consumer confidence and trust in financial advice.

      IFAonline | 04 Feb 2014 | 07:11
      charity22

      Make philanthropy advice another string to your bow...

      Stephen Hammersley, CEO at UK Community Foundations, highlights a compelling opportunity for advisers in philanthropy.

      IFAonline | 31 Jan 2014 | 07:58
      ifp-logo

      Worldwide Certified Financial Planners top 150,000

      Worldwide Certified Financial Planner numbers (CFP) have topped 150,000 after rising by 5,500 in the last year, the owner of the certification programme has said.

      IFAonline | 28 Jan 2014 | 12:25
      work-stress-shouting-2-converted

      Under pressure: Five advisers share their stress triggers

      Stress can be a hazard in any occupation and financial services is no exception. Nicola Brittain asks advisers about their stress triggers and how they manage them.

      IFAonline | 16 Jan 2014 | 08:00
      andy-cowan

      Towry: We'll buy ten firms this year

      Wealth manager Towry will accelerate its acquisition programme in 2014, with plans to buy as many as ten businesses, its head of wealth advice has said.

      IFAonline | 09 Jan 2014 | 17:29
      Jobs sign

      deVere: CVs through the letterbox up 100% on last year

      Competition for financial adviser jobs is experiencing a surge according to independent advice group deVere, which has seen job applications double this January.

      IFAonline | 08 Jan 2014 | 15:52
      billingham-phil

      Phil Billingham: We need a fresh start – who’s with me?

      The financial services industry can learn a thing or two about trust, forgiveness and reconciliation from the departed Nelson Mandela, argues Phil Billingham…

      IFAonline | 19 Dec 2013 | 11:30
      Handshake

      AFH Financial acquires AG Financial for £422k

      AFH Financial Group has snapped up Welsh IFA AG Financial Planning for £422,000 in what marks its seventeenth acquisition.

      IFAonline | 21 Nov 2013 | 11:14

Markets

Poll

    Have you seen increased demand for retirement advice post-Budget?