Investing in the profession
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.
Other Investing in the profession articles
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.
Bradbury Hamilton’s Sheriar Bradbury asks if ever increasing calls for paraplanner qualifications are complicating their working relationship with advisers...
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...
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?
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.
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.
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.
Online support service Panacea Adviser has launched a guide to help firms plan their strategies around the switch-off of trail commission.
Former Positive Solutions and Openwork consultant Martin Brown has launched an advisory firm authorised by the Caerus Capital Group network.
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?
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.
Rebecca Jones looks at how advisers can get their message across effectively, whether in the boardroom or a living room
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.
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