News - Investing in the profession

        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
        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

    Other News - Investing in the profession articles

      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
      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
      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
      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
      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
      russell

      On-line Partnership group acquired by Russell Investments

      IFA network On-line Partnership group has been acquired by US-based asset manager Russell Investments.

      IFAonline | 19 Nov 2013 | 10:48
      mick mcateer

      FCA board member calls for 'holy trinity' overhaul of financial services

      The investment industry is inefficient and in need of a radical overhaul if it wants to meet the needs of an under-served consumer base, Financial Conduct Authority (FCA) board member Mick McAteer has warned.

      IFAonline | 14 Nov 2013 | 13:55
      cii-logo

      CII plans overhaul of corporate Chartered status

      The Chartered Insurance Institute (CII) has laid out its plans to overhaul the corporate Chartered status for firms, in a drive to achieve greater trust among consumers and raise standards across the profession.

      IFAonline | 12 Nov 2013 | 12:42
      Keith Richards

      PFS Conference: Consumer groups risk ‘public disservice’ with skewed financial services info

      Consumer groups must give the public a balanced view of financial services or they risk doing large numbers a disservice, Keith Richards believes.

      IFAonline | 07 Nov 2013 | 15:04
      thomson-david

      PFS Conference: Skills shortage poses threat to future of advice

      Positive sentiment about the future of the advice industry has returned but the looming skills shortage must be addressed, David Thomson has said.

      IFAonline | 07 Nov 2013 | 12:11
      kellard

      Axa Wealth CEO:Financial services needs to break the mould

      The financial services sector needs to smash the mould which sees it consistently underperform other industries when it comes to customer service, according to Axa Wealth chief Mike Kellard.

      IFAonline | 24 Oct 2013 | 07:50

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