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Your profession

Adviser tips

How to build an investment process: Tips for smaller firms

...an investment process: tips for smaller firms

clock 17 March 2015 •

Your profession

ABI launches pension freedom awareness campaign

The Association of British Insurers (ABI) has launched a campaign to help customers understand their choices in retirement following the government's pension reforms.

clock 17 March 2015 •

Your profession

Adviser noticeboard: This week's events, hires (and a joke)

Diaries at the ready: It's our weekly round-up of events, hires and other bits for professional financial advisers...

clock 16 March 2015 •

Regulation

S166 under fire: Law firm questions potency of FCA probes

A law firm has called into question the effectiveness of the regulator's investigations tool, which, paid for by the firms probed, led to enforcement action in only 2% of cases last year.

clock 16 March 2015 •

Adviser tips

Client reporting: What fund managers should be telling advisers

What fund managers should be telling advisers

clock 16 March 2015 •

Your profession

2plan in takeover talks with 'large' firms

IFA network 2plan is in renewed takeover talks with "large" adviser businesses following two failed acquisitions last year.

clock 16 March 2015 •

Your profession

Bellpenny adds £40m assets with latest IFA acquisition

National advice business Bellpenny has acquired a Surrey-based IFA, adding 500 active clients and £40m in assets.

clock 16 March 2015 •

Your profession

Three things clients may call you about this week

Professional Adviser's weekly heads-up on what your clients may have read in the national newspapers at the weekend...

clock 16 March 2015 •

Your profession

Consolidator AFH Financial reports 40% revenue rise

IFA consolidator AFH Financial has seen revenues increase 40% in the last year, pushing its pre-tax profits to £1.06m.

clock 16 March 2015 •

Regulation

Budget 2015: Govt launches business rate review

The government has launched a review of how it calculates business rates, saying it wants to modernise the tax which is collected from businesses across England, including financial advisers.

clock 16 March 2015 •
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