Wealth manager St James's Place (SJP) is rolling out "minimum service standards" for its advisers to ensure trail commission and ongoing fees are being levied fairly.
Life settlements fund EEA has generated nearly £40m in revenues in the last two months, despite its suspension following "unprecedented" redemption requests.
HSBC encouraged bank staff to refer customers to the Nursing Home Fees Agency (NHFA), according to an alleged training video.
Bankhall has launched an entry-level service aimed at advisers looking for low-cost support.
Openwork is launching an online support system to help its advisers target and segment their client base.
The word ‘selling’ has become taboo in financial services circles, but why? A group of advisers is now encouraging peers to get out there again and push the products they believe in
Two of the seven Raymond James advisers yesterday cleared of soliciting rival Towry's clients have reiterated claims the company acquired their previous employer, Edward Jones, mainly to "churn" customers into its in-house investment management service....
The two-year legal battle between Towry and seven Raymond James advisers ended yesterday with the judge criticising Towry's "unreasonable" behaviour during the trial.
Wealth manager Raymond James today won what may prove to be a landmark court case against rival Towry, which had accused seven Raymond James advisers of unlawfully soliciting its clients.
Adviser group Tenet has said remaining independent will be near-compulsory for its members.