News - Investing in the profession
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.
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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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.
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.
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.
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.
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.
Competition for financial adviser jobs is experiencing a surge according to independent advice group deVere, which has seen job applications double this January.
The financial services industry can learn a thing or two about trust, forgiveness and reconciliation from the departed Nelson Mandela, argues Phil Billingham…
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