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Your profession

This week's Movers & Shakers

MOVERS & SHAKERS

clock 30 July 2013 •

Your profession

Foster Denovo: Why client trust should be advisers' first goal

Foster Denovo head of business development (south) Dave Elliott argues it is generating and keeping client trust that will be the real drivers towards profitability for advisory firms.

clock 30 July 2013 •

Investment

Mattioli Woods buys wealth manager in £6m deal

Pensions consultant and wealth manager Mattioli Woods has bought Thoroughbred Wealth Management (TWM) in a £6m deal.

clock 30 July 2013 •

Your profession

IFP takes on Paraplanner of the Year award

The Institute of Financial Planning (IFP) has taken over the organisation of the Paraplanner of the Year award, previously run by The Paraplanners.

clock 29 July 2013 •

Regulation

Banking giants to set aside further millions for PPI compensation

Barclays will be among a number of major banks this week to set aside further money to compensate customers mis-sold payment protection insurance (PPI) and interest rate swaps, according to reports.

clock 29 July 2013 •

Investment

Quick quiz of the week's news #5

QUICK QUIZ

clock 26 July 2013 •

Technology

Financial network rolls out Synaptic Fusion to advisers

Adviser network Financial has selected Capita's Synaptic Fusion technology platform for use by its 400 members.

clock 26 July 2013 •

Regulation

FCA cancels permissions of IFA firm Churchill Securities

The Financial Conduct Authority (FCA) has cancelled the permissions of Somerset-based IFA firm Churchill Securities after it failed to co-operate with the regulator.

clock 26 July 2013 •

Investment

Regulators approve Royal London/Co-op deal

The Prudential Regulation Authority (PRA) has approved the change in control required for the purchase of Co-operative Banking Group's life insurance business Co-operative Insurance Society (CIS) by mutual Royal London.

clock 26 July 2013 •

Your profession

Baker Tilly in talks to buy RSM Tenon

RSM Tenon has been approached over a potential acquisition by accountancy firm Baker Tilly.

clock 25 July 2013 •
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