News - Investing in the profession

        APFA claims new discounts will save small members £300 annually

        Professional Adviser | 12 Nov 2014 | 10:32

        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.

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        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
        keith-richards-tenet

        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

    Other News - Investing in the profession articles

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      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
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      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
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      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
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      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
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      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
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      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
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      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
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      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
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      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
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      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
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      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
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      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
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      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
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      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

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