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Your profession

Investment

The consolidator that won't touch 90% of advice firms

Why this consolidator won't touch 90% of advice firms...

clock 29 May 2015 •

Regulation

Advisers renew calls for product levy to ease FSCS pain

The financial regulator may have raised hopes of lower FSCS levies under its latest capital adequacy proposals, but advisers say there is a simpler way...

clock 29 May 2015 •

Adviser tips

Consolidation: The changing shape of adviser mergers

The changing shape of adviser mergers

clock 28 May 2015 •

Your profession

European Wealth raises £2m towards ISM Solutions acquisition

Wealth manager European Wealth has raised £2m towards its planned acquisition of IFA ISM Solutions.

clock 28 May 2015 •

Regulation

Advisers should not pay for Pension Wise - SimplyBiz

Financial advisers should not be asked to help fund the government's retirement guidance service unless it is of demonstrable benefit to firms, the managing director of support firm SimplyBiz has said.

clock 28 May 2015 •

Your profession

Woods to pay out half value of Mattioli Woods stake in divorce settlement

Executive chairman of advice firm Mattioli Woods Bob Woods is to keep his 15.1% shareholding in the company following the divorce from his wife but will pay out half its value, the pair have agreed.

clock 28 May 2015 •

Wrap/platforms

Urgent and important: Preparing for the sunset clause

Preparing for the sunset clause is both urgent and important

clock 27 May 2015 •

Charging

Cost of advice: Is this meagre multiple the profit margin of the future?

Is this lowly figure the advice profit margin of the future?

clock 27 May 2015 • 5 min read

Tax Planning

Queen's Speech: Govt to freeze tax rises for five years

The Conservative government will introduce legislation ruling out increases in income tax, value added tax (VAT) and national insurance rates for the next five years, it was confirmed in the Queen's Speech, which also detailed plans for an in-out EU referendum...

clock 27 May 2015 •

Pensions

Towry to move 4,000 SIPP clients to James Hay

Wealth manager Towry is to move its self-invested personal pension (SIPP) clients onto the James Hay platform after the closure of its SIPP operation later this year.

clock 27 May 2015 •
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