Fee-based wealth adviser Towry today announces a 60% jump in H1 revenues compared with the first half of last year.
The Institute of Financial Planning (IFP) has outlined a blueprint for challenging the CII's market dominance, with plans to offer a level four qualification and produce a financial planning register for ‘Formula One' firms.
The Institute of Financial Planning (IFP) is close to completing plans for a register of elite financial planning firms, with inclusion likely to result in reduced PII premiums.
Prestwood Group, the company behind Truth and Prestwood Software, has launched a coaching and mentoring programme to help financial planners transition their business ahead of the RDR.
As part of his Thoughts on… series, business consultant Steve Billingham assesses the role luck can play in an adviser’s success, and examines ways they can get ‘luckier’…
Advisers are being discouraged from charging separately for advising and arranging in a bid to avoid confusion over VAT, as it will lead to higher costs for consumers.
UK inflation dropped marginally to 3.1% in July but remains well above the Government's 2% target.
The Sesame Bankhall Group generated operating profits of £2m in the first six months of the year, compared with a loss of £1m recorded in H1 2009.
Buyout vehicle Resolution will continue to target further life company acquisitions after posting pre-tax profits of £203m in the first half of the year.
A debt collection agency hired by the FSA to collect unpaid fees has been criticised by the Complaints Commissioner for "hectoring" an advisory business.