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Investing in the profession

Investing in the profession

Taunton-firm boosts numbers to service 'Mr Average'

Taunton-based advisory firm InvestSouthWest has launched a recruitment drive in a bid to service 'Mr Average' - a segment of the market it claims has been orphaned by banks and investment-only IFAs.

clock 13 November 2012 •

Investing in the profession

Brewin names Algeo group MD and investment head

Brewin Dolphin has appointed chief operating officer Henry Algeo as group managing director, a role that will see him heading up the group's investment management offering.

clock 12 November 2012 •

Your profession

IFA admin assistant turns romance author

An administrator working at a financial planning firm in Oxford has published his first novel, a love story set during the Napoleonic wars.

clock 12 November 2012 •

Your profession

Lift Financial: 'We no longer call ourselves IFAs'

An award winning advice firm has decided to stop using the label ‘IFA' in favour of referring to itself exclusively as chartered financial planners.

clock 12 November 2012 •

Investing in the profession

Trust campaign will go on without founder

The Question of Trust campaign will go on despite its founder pulling out after failing to get the incoming Financial Conduct Authority (FCA) on board.

clock 12 November 2012 •

Investing in the profession

Unbiased revamps consumer site

The Unbiased website has re-launched with several new search facilities that aim to give a more refined consumer / adviser match.

clock 08 November 2012 •

Adviser tips

Complaint resolved: how to deal with customer gripes

COMPLAINTS

clock 08 November 2012 •

Adviser tips

Data collection: all you need to know

DATA HAPPY

clock 08 November 2012 •

Investing in the profession

Sole trader to launch 'Facebook for advisers'

Wolverhampton-based sole trader Paul Landa is to launch a Facebook-like social network for advisers.

clock 07 November 2012 •

Investing in the profession

IFA Centre launches member directory for consumers

Adviser membership body, the IFA Centre, has launched a directory of its members which aims to help consumers find independent financial advisers across the UK.

clock 07 November 2012 •
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