2plan

A couple is pursuing national IFA firms Positive Solutions and 2plan Wealth Management for what they claim was negligent advice to invest in high risk unregulated investments - including using money they had received from a critical illness (CI) payout....

National IFA 2plan has reported record turnover for the first few months of 2013, after posting its first-ever net profit in 2012.

Royal London's consumer website MoneyVista is in talks with networks to give block access to its services to help advisers better access the mass-market after the Retail Distribution Review (RDR).

Restricted network Openwork is expected to post a £13.3m pre-tax loss after a "significant" Retail Distribution Review (RDR) outlay.

Sandringham Financial Partners, the national restricted advisory business set up by Ken Davy and Steve Braidford, has appointed a compliance director.

The Financial Services Authority (FSA) will be the biggest winner following the retail distribution review (RDR), according to a survey of 280 advisory firms.

National IFA 2plan Wealth Management is to be restructured to incorporate a network model, catering for registered individuals (RIs) and appointed representatives (ARs).

Openwork-owned adviser 2plan has been awarded more than £87,000 after winning a High Court battle against the husband and wife owners of an IFA business acquired by the company in 2009.

Multi-tie network Openwork has finalised its acquisition of 2plan Wealth Management after gaining final FSA approval.

IFA 2plan has been awarded £87,000 after winning a High Court battle against two advisers.