News - Investing in the profession

PFS launches panel to direct consumer confidence work

IFAonline | 04 Feb 2014 | 07:11

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 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

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

Other News - Investing in the profession articles

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

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

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

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 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

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

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
Large gold pound sign

AFH Financial raises further £500k for acquisitions

Listed IFA AFH Financial has raised a further £500,000 from private investors for acquisitions, although the firm says it has got not targets in mind.

IFAonline | 23 Oct 2013 | 12:24
openwork logo

Openwork shifts strategic priorities away from expansion

Restricted adviser network Openwork has put expansion plans on hold shortly after reporting its first ever profitable year, and will instead focus on the quality of its operation.

IFAonline | 18 Sep 2013 | 14:26

CII launches qualification for investment operations staff

The Chartered Insurance Institute (CII) has launched a new qualification for staff overseeing investment operations functions.

IFAonline | 30 Jul 2013 | 11:37

Aegon calls for revolution in adviser-marketed products

Insurance products that are marketed and sold through advisers need to undergo radical reform to ensure providers stay competitive in a post commission world, the CEO Aegon has warned.

IFAonline | 10 Jul 2013 | 07:28
Men shaking hands

Thomas Miller Investment raids Psigma for head of intermediary role

Thomas Miller Investment has poached Matthew Lonsdale from Psigma to give him the role of head of intermediary business development.

IFAonline | 25 Jun 2013 | 10:43

Tenet links with online care service advice site

Adviser support group Tenet has tapped into the consumer care market by teaming up with a new online advice service specialising in the care industry.

IFAonline | 04 Jun 2013 | 10:03

Bradbury Hamilton acquires two client banks

Independent financial adviser Bradbury Hamilton has bought two client banks as part of its growth strategy and has further acquisitions in sight.

IFAonline | 16 May 2013 | 12:58

Pre-RDR was 'toughest' time of our lives, say advisers

More than a quarter of advisers say their experiences in the period leading up to rule changes introduced following the Retail Distribution Review (RDR) were "the toughest of their lives", a new report suggests.

IFAonline | 24 Apr 2013 | 11:46


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