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Your profession

Investment

Hourly charging IFA Saunderson House to launch discretionary service

Advisory firm Saunderson House is planning to launch a discretionary service later this year in a bid to broaden its investment offering.

clock 13 May 2015 •

Your profession

Davy adds £230m AUM with latest wealth manager buy

Northern Ireland-based wealth manager Davy Private Clients UK has acquired financial adviser and investment firm Graham Corry Cheevers, adding £230m of assets to its books.

clock 13 May 2015 •

Your profession

Standard Life completes purchase of Pearson Jones in £1bn advice play

Standard Life has completed the acquisition of wealth manager Pearson Jones from Skipton Building Society, a move which represents a return to offering financial advice for the provider.

clock 11 May 2015 •

Your profession

Bellpenny swoops on IFAs to swell FUM to £3bn

National wealth manager and consolidator Bellpenny has acquired two IFA firms with a combined £84m funds under management (FUM).

clock 11 May 2015 •

Pensions

Phil Young: Remembering pension transfer permissions

Remembering pension transfer permissions

clock 11 May 2015 •

Investment

Three things clients will call you about this week

... clients will call you about this week

clock 11 May 2015 •

Charging

'Flabbergasted' IFA receives £10m commission in error

The "flabbergasted" boss of a national IFA has revealed the business received an unexpected 200,000% increase in a fee payment from a provider following an accounting gaffe.

clock 11 May 2015 •

Investment

Adviser noticeboard: Post-it note size stuff for IFAs

Post-it note size stuff for IFAs

clock 10 May 2015 • 2 min read

Adviser tips

Lead by example: Lessons from the UK election race

Lessons from the UK election race

clock 08 May 2015 •

Your profession

Towry completes Ashcourt Rowan acquisition

Wealth manager Towry has completed the buyout of rival firm Ashcourt Rowan.

clock 08 May 2015 •
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