Investing in the profession

        Succession acquires tenth member firm in march to target

        Professional Adviser | 28 Aug 2014 | 11:01

        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.

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        keith-richards-tenet

        PFS reports post-RDR membership surge

        Membership of the Personal Finance Society (PFS) has reached more than 35,000, with more than 1,000 people joining in the past year.

        Professional Adviser | 26 Aug 2014 | 07:33
        bradbury-sheriar-2

        Sheriar Bradbury: Why aren't IFAs heard?

        The advice profession needs a strong, unified voice in order to get a 'seat at the top table' of financial services, writes adviser Sheriar Bradbury...

        Professional Adviser | 15 Aug 2014 | 11:25

    Other Investing in the profession articles

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      PFS members angry at being left off new adviser database in ‘start of two-tier membership’

      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.

      Professional Adviser | 08 Aug 2014 | 13:31
      harrison-daniel-true-potential

      True Potential to showcase adviser software at NYC tech fair

      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.

      Professional Adviser | 08 Aug 2014 | 07:40
      Team

      Why paraplanners are more important than ever

      The radical changes announced in the Budget serve as a timely reminder of just how crucial the paraplanner's role is in supporting advisers. IRESS' Sophie Hall explains

      Professional Adviser | 25 Jul 2014 | 15:58
      paraplanner-image

      Perfect harmony? The complicated adviser/paraplanner relationship

      Bradbury Hamilton’s Sheriar Bradbury asks if ever increasing calls for paraplanner qualifications are complicating their working relationship with advisers...

      Professional Adviser | 25 Jul 2014 | 15:55
      PA-awards

      Former IFP president Julie Lord joins Towry

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

      Professional Adviser | 04 Jul 2014 | 10:15
      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
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      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
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      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
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      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
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      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
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      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
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      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

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