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Professional Adviser

Professional Adviser

Articles by Professional Adviser

uncategorised

Jupiter appointed investment manager for Landsbanki Lux umbrella

Jupiter Asset Management has been appointed investment manager for the Landsbanki Luxembourg Investment Fund.

clock 03 November 2008 •

Your profession

Industry's finest rewarded at adnitor UK Platforms Awards

IFP president Barry Horner and his adviser practice Paradigm Norton walked away with the award for 'Leading platform based adviser practice' at the adnitor UK Platforms Awards, while Schroders won the accolade for 'Leading asset manager in the platform...

clock 03 November 2008 •

Mortgages

Skipton and Scarborough unveil merger plans

Skipton Building Society is set to merge with its North Yorkshire rival Scarborough Building Society in the New Year, it has been announced.

clock 03 November 2008 •

uncategorised

Principal Global Investors launches fund range in Italy

Principal Global Investors has launched its Dublin-domiciled PGIF fund range in Italy.

clock 03 November 2008 •

Your profession

IFA defends bulk client transfer stance

An IFA has defended his decision to refuse bulk client transfers when an adviser leaves to join another firm, saying "the clients are ours, not theirs".

clock 03 November 2008 •

Investment

HBOS keeps FTSE in hunt as Dow stutters

Shares in Halifax Bank of Scotland (HBOS) climbed almost 9% as the firm moved ever closer to its proposed acquisition by Lloyds TSB.

clock 03 November 2008 •

Investment

Lloyds chief reassures over Cler Med/Scot Wids

Lloyds TSB chief executive Eric Daniels has moved to end speculation suggesting the Group's acquisition of HBOS would see Clerical Medical and Scottish Widows merge into a single entity.

clock 03 November 2008 •

Your profession

AIFA in late plea to FSA over RDR

AIFA has issued a rallying call to the FSA urging it use the RDR as a force to help clients re-engage with savings, and support the development of a distinct advisory profession.

clock 03 November 2008 •

Your profession

Origen launches in-house IFA academy

Origen has launched an in-house training school designed to guide its advisers through every stage of their development.

clock 03 November 2008 •

Investment

Hodge extends offering to retirement market

Hodge Equity Release has been rebranded Hodge Lifetime as its parent company seeks to enhance its products in the retirement market.

clock 03 November 2008 •
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