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Professional Adviser

Professional Adviser

Articles by Professional Adviser

uncategorised

Bluefin offers bespoke training for advisers

Bluefin Advisory Services is offering its staff and advisers a support package to help them achieve the CII's Diploma in Financial Planning, through their 'Advance' professional qualifications initiative.

clock 09 June 2009 •

uncategorised

C&G branches to shut, 1,500 jobs axed - papers

Lloyds Banking Group is to close all 160 of its Cheltenham & Gloucester (C&G) branches across the UK with the loss of up to 1,500 jobs.

clock 09 June 2009 •

Property Investment

Showing signs of life

Andrew Milligan, head of global strategy at Standard Life Investments, says that confidence is returning to parts of the property market

clock 09 June 2009 •

uncategorised

Effective time management

A keen eye for what clients value has seen Capital Asset Management focus on the advice process and outsource the non client-facing elements of the business, MD Alan Smith tells David Burrows

clock 09 June 2009 •

Multi-manager

Insight Multi-Asset team takes out protection on FTSE holdings

Insight's Multi Asset team is taking a cautious stance on the recent equities rally and is seeking to protect its gains from future significant market falls by taking out options on its FTSE 100 holdings.

clock 09 June 2009 •

Multi-manager

LV= MM team backs in-house European ex UK fund

LV Asset Management (LVAM) multi-manager team has added the LV= European ex UK Growth fund to its entire Managed Portfolio range.

clock 09 June 2009 •

Your profession

Bluefin offers advisers exam support package

Bluefin Advisory Services is offering its staff and advisers a support package to help them achieve the CII's Diploma in Financial Planning, through their 'Advance' professional qualifications initiative.

clock 09 June 2009 •

Offshore Investment

Generali International to offer Castlestone gold fund

Generali International has added Castlestone Management's Aliquot Gold Bullion fund to its unit-linked fund range.

clock 09 June 2009 •

Your profession

FSA began 'aggressive' fining before crunch

A mammoth 500% jump in the value of FSA fines handed out in 2008/9 compared with the previous 12 months may be repeated in 2009/10, a City law firm warns.

clock 08 June 2009 •

Your profession

Ascentric and iShares host ETF masterclasses

Ascentric and iShares have joined forces to offer Exchange Traded Funds (ETF) masterclasses for IFAs.

clock 08 June 2009 •
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