2plan

Chris Smallwood, the chief executive of Openwork-owned national IFA 2plan, has called on the regulator to crack down on what he said were 'misleading' terms used by some restricted advice firms to describe their services.

The Serious Fraud Office (SFO) has said it, together with Essex Police, is continuing to investigate complaints into troubled overseas property company Harlequin.

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.