Investing in the profession
PFS members angry at being left off new adviser database in 'start of two-tier membership'
Advisers have accused the Personal Finance Society (PFS) of creating a "two-tier membership" after it emerged some will be left out of the new version of the organisation's adviser database and will not have the same details displayed on their profiles...
True Potential to showcase adviser software at NYC tech fair
True Potential has been invited to showcase its technology at New York City's FinovateFall 2014, a trade show dedicated to banking and financial technology.
Why paraplanners are more important than ever
Why paraplanners are more important than ever
Perfect harmony? The complicated adviser/paraplanner relationship
Perfect harmony? The complicated adviser/paraplanner relationship
Former IFP president Julie Lord joins Towry
Former president of the Institute of Financial Planning (IFP) Julie Lord has been appointed as senior client partner at Towry.
I'll do it my way: Three start-ups discuss charges, business models and the future of advice
Three advisers tell PA why they started their own firms
The great break-away: How the RDR sparked a new wave of start-up firms
The great break-away: How the RDR sparked a new wave of start-up firms
Simplybiz profits up as 2% of members leave industry
Support services provider Simplybiz has seen a 10% increase in profits in the first year post-Retail Distribution Review (RDR) while 2% of its members have left the industry.
Sole trader sells to Gemini WM due to 'ever increasing cost pressures'
IFA and wealth manager Gemini Wealth Management has acquired the pension and investment business from a fellow advisory firm after it shut up shop due to the "increasing costs" put on small firms.
Financial services firms upbeat despite profit dip - survey
Business volumes in financial services were up in the three months to June fueling optimism in the industry, despite an unexpected fall in profitability, according to a survey by the Confederation of British Industry (CBI) and PwC.
Panacea Adviser unveils independent trail commission guide
Online support service Panacea Adviser has launched a guide to help firms plan their strategies around the switch-off of trail commission.
Ex-Positive Solutions consultant launches advice firm in Caerus network
Former Positive Solutions and Openwork consultant Martin Brown has launched an advisory firm authorised by the Caerus Capital Group network.
Does the advice market need an industry-led apprentice scheme?
Does the advice market need an industry-led apprentice scheme?
Personal Touch launches business development programme for members
Mortgage adviser network Personal Touch Financial Services has launched a business development programme for its member firms to help them grow and manage their businesses.
Wellian launches hybrid bespoke-model solution
Discretionary fund manager Wellian Investment Solutions has launched a 'hybrid' investment option which, it hopes, will attract a "growing niche" of investors that are not fully suited to bespoke options.
Read my lips: How to hone your presentation skills
This week's PA Masterclass looks at presentation skills
PFS launches panel to direct consumer confidence work
The Personal Finance Society (PFS) has established a 'consumer insight panel' to help guide its work on improving consumer confidence and trust in financial advice.
Worldwide Certified Financial Planners top 150,000
Worldwide Certified Financial Planner numbers (CFP) have topped 150,000 after rising by 5,500 in the last year, the owner of the certification programme has said.
Towry: We'll buy ten firms this year
Wealth manager Towry will accelerate its acquisition programme in 2014, with plans to buy as many as ten businesses, its head of wealth advice has said.
deVere: CVs through the letterbox up 100% on last year
Competition for financial adviser jobs is experiencing a surge according to independent advice group deVere, which has seen job applications double this January.
Phil Billingham: We need a fresh start - who's with me?
The financial services industry can learn a thing or two about trust, forgiveness and reconciliation from the departed Nelson Mandela, argues Phil Billingham…
AFH Financial acquires AG Financial for £422k
AFH Financial Group has snapped up Welsh IFA AG Financial Planning for £422,000 in what marks its seventeenth acquisition.
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