News - Investing in the profession

        PFS launches good practice hub with discretionary investment guide

        Professional Adviser | 27 Feb 2015 | 08:11

        The Personal Finance Society (PFS) has launched an online space to share good practice guides with advisers.

        Keith Richards

        Foster Denovo in 'financial planning' push to boost adviser revenue

        A national advice firm has launched the final stage of its adviser development programme, designed to help advisers improve their client service and increase their revenue.

        Professional Adviser | 18 Feb 2015 | 12:17

        Tavistock shareholders unanimously approve Financial Ltd takeover

        The shareholders of Tavistock Investments have approved the firm's takeover of Standard Financial Group and its troubled adviser network Financial Ltd.

        Professional Adviser | 16 Feb 2015 | 12:59

    Other News - Investing in the profession articles


      IFA to launch D2C service to meet client demand

      An IFA is to launch a non-advised investment proposition alongside its fully advised service to allow clients to “dip in and out of advice as they please”.

      Professional Adviser | 04 Feb 2015 | 07:08

      Ashcourt Rowan chief talks up ‘scale' ahead of £97m Towry deal

      The chief executive of national IFA Ashcourt Rowan has talked of the importance of scale in wealth management as the company awaits regulatory approval for a near-£100m takeover by Towry.

      Professional Adviser | 03 Feb 2015 | 11:04
      Three businesspeople meet and shake hands

      Succession snaps up £200m FUM with two new signings

      Financial services firm consolidator Succession Advisory Services has signed two new advisers to its pool of members, adding £200m to its £10bn funds under management (FUM).

      Professional Adviser | 02 Feb 2015 | 10:43

      Lighthouse rolls out low-cost online advice service

      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.

      Professional Adviser | 09 Jan 2015 | 07:55

      APFA claims new discounts will save small members £300 annually

      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.

      Professional Adviser | 12 Nov 2014 | 10:32

      Succession acquires tenth member firm in march to target

      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.

      Professional Adviser | 28 Aug 2014 | 11:01

      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

      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

      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

      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

      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

      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

      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

      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 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

      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

Job of the week


    Should non-advised retirees cashing in their pension pots be given a 30 day cooling-off period?