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Your profession

Your profession

Panacea unveils winners of Virtual Paraplanner of the Year Awards 2015

Tilney Bestinvest paraplanner Kerry Vilchez has been named Paraplanner Personality of the Year at the inaugural Virtual Paraplanner Awards run by Panacea Adviser.

clock 29 July 2015 •

Regulation

Adviser anger sparks FOS 'no confidence' petition to Parliament

An adviser has started a petition to Parliament calling for a vote of no confidence in the Financial Ombudsman Service (FOS) and for it to be brought under the remit of common law.

clock 29 July 2015 •

Regulation

IFA creates robo-adviser to serve clients' 'simpler needs'

A small IFA firm has used its love of social media to create an automated financial advice service for those priced out and cut-off from traditional advice.

clock 29 July 2015 •

Investment

St James's Place acquires Rowan Dartington in £34m deal

St James's Place (SJP) has agreed a deal to acquire stockbroker and discretionary investment manager Rowan Dartington Holdings in a deal worth up to £34m.

clock 29 July 2015 •

Regulation

Why the writing is on the wall for the fund factsheet

Communicate smarter not harder

clock 28 July 2015 •

Global

Revealed: Finalists for the International Fund and Product Awards 2015

Professional Adviser is pleased to announce the finalists for the 16th International Fund and Product Awards.

clock 27 July 2015 •

Income

Why advisers have to get under the skin of modelling tools

Why advisers have to get under the skin of modelling tools

clock 27 July 2015 •

Regulation

Banned IFA targets True Potential advisers in lead generation rip-off

Network True Potential advisers have spoken of how they lost thousands of pounds to a former IFA banned for mortgage fraud, who promised them leads to high-net-worth clients that were never delivered.

clock 27 July 2015 •

Your profession

Bellpenny's 30th acquisition boosts assets by £157m

Acquisition outfit Bellpenny has completed its 30th deal to date with the purchase of Croydon-based Trustee Asset Management (TAM).

clock 27 July 2015 •

Your profession

Three things clients may call you about this week...

Our weekly heads-up on the stories that may have caught your clients' attention over the weekend...

clock 27 July 2015 •
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