‘Not just a sponsor’
Existing customers can stay put
‘Onboarding two firms a week’
Niall Humphreys retires after 35 years in industry
Firms to be moved in stages
Investment consulting and research firm Square Mile has teamed up with FE fundinfo to produce “easy to interpret” fund dashboards for financial advisers.
Adds five advisers
Defer to 2021/2022
London-based Saxon Capital, which advised clients to invest in unlisted shares of company Oxford Renewable Fuel, has been declared in default by the Financial Services Compensation Scheme (FSCS) among 11 others in April.
'Due to three factors'
One 'Ponzi scheme'
AUM drops by £15bn
Adds 1,000 clients
'Larger than life figure'
FCA board to make decision
Three guidelines to follow
The lang cat has made parts of its platform analyser available for free so financial advisers can see how platforms are dealing with the 10% MiFID notification rule, which has been much-used in recent weeks.
Retained majority of speakers
Follows government announcement
0.15% account fees
Outside the family circle
Supported by PFS, PIMFA and Penney
A storm has caused havoc in the adviser platform market over the last couple of years, says Tom Ellis, but advice firms will no doubt be expecting to see some sunshine soon
Professional Adviser is proud to announce the multi-asset shortlists for the 2020 PA Awards, the winners of which will be announced at a black-tie dinner in February.
Financial advisers have just one week left to sign up to one of PA's five regional Multi-Asset Roadshow events it will host around the country.
Like many others, Kerry Nelson has been making the argument that the industry needs to advise and instigate more protection for more than a decade. Here, she explains why more advisers should get involved in the protection game...
Financial advice firm and wealth manager Mattioli Woods has sought to begin 2020 on the front foot by stating it is on the look out for more acquisitions.
The sale of Quilter's life assurance business to ReAssure has been confirmed.
Over the course of this week Professional Adviser has revealed the majority of the shortlists for our 2020 PA Awards, the winners of which will be announced at a black-tie dinner in February.