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Your profession

Investing in the profession

Tavistock shareholders unanimously approve Financial Ltd takeover

The shareholders of Tavistock Investments have approved the firm's takeover of Standard Financial Group and its troubled adviser network Financial Ltd.

clock 16 February 2015 •

Investment

All the pictures from the Professional Adviser Awards 2015 (part one)

All the pictures from the night (part one)

clock 16 February 2015 • 1 min read

Regulation

Labour vows tax planning review

Labour will carry out a comprehensive review of tax planning schemes, including the use of deeds of variation on wills, should the party get to power following the general elections, shadow chancellor Ed Balls has said.

clock 16 February 2015 •

Your profession

Revealed: All the winners at the Professional Adviser Awards 2015

Carbon Financial Partners took home the inaugural Adviser Firm of the Year (UK) trophy at the 2015 Professional Adviser Awards, which recognises excellence across adviser firms, providers, platforms and asset managers.

clock 13 February 2015 •

Regulation

FCA's Percival: Avoid template objectives in suitability reports

Advisers and paraplanners should avoid using suitability reports pre-filled with templated objectives, Financial Conduct Authority (FCA) technical specialist Rory Percival has said.

clock 11 February 2015 •

Adviser tips

Getting it right: What to include in a compliant client file (part 1)

Getting it right: What to include in a compliant client file

clock 10 February 2015 •

Your profession

Harnessing behavioural finance for clients' benefit

Harnessing behavioural finance for clients' benefit

clock 10 February 2015 •

Your profession

Revealed: The candidates for Professional Adviser's Personality of the Year

The candidates for Personality of the Year at the Professional Adviser Awards 2015

clock 10 February 2015 • 2 min read

Your profession

Consolidator Attivo Group acquires 200-client IFA

Adviser firm consolidator Attivo Group has acquired Reading-based IFA Sanderson Financial Consulting for an undisclosed sum - the first of what it hopes will be 12 purchases in 2015.

clock 10 February 2015 •

Investment

Consolidator AFH Financial acquires advice firm for £1.7m

Consolidator AFH Financial has acquired Kidderminster-based advice firm K.L. Plester Financial Services for £1.7m.

clock 10 February 2015 •
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