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adviser firms

Individual Protection

Protection Review shedules independent training

The Protection Review and the Personal Finance Society (PFS) will soon be announcing the first dates for independent protection training for advisers.

clock 28 July 2011 •

Investment

Tenet founder and CEO Simon Hudson to step down

Simon Hudson, founder and CEO of Tenet Group, has stepped down.

clock 27 July 2011 •

Individual Protection

LV= updates "Little Book of Protection"

LV= has launched a new version of its reference book; the "Little Book of Protection".

clock 26 July 2011 •

Investment

Moneygate acquires IFA for London expansion

National IFA Moneygate has acquired London-based adviser Equus Independent Financial Management for an undisclosed sum.

clock 20 July 2011 •

Individual Protection

Cancellation and persistency rates a 'stumbling block' - Advisers

Stakeholders within the life assurance market need to work together to tackle the ongoing problem of cancellation and persistency rates, a national IFA has urged.

clock 05 July 2011 •

Your profession

Perspective acquires IFA McGrath Rathbone

IFA consolidator Perspective Financial Group has acquired Oxfordshire-based adviser firm McGrath Rathbone.

clock 04 July 2011 •

Adviser / Broking

Friends, family and internet advice top IFAs - report

IFAs fall behind friends, family and the internet as the main source of financial advice while young people are especially disconnected from the advice process, new research has revealed.

clock 25 June 2011 •

Wrap/platforms

Nucleus firms open doors to mark 'Independent Day'

Nucleus member firms are opening their doors to fellow advisers in a series of open days designed to showcase the benefits of belonging to an adviser-owned wrap.

clock 22 June 2011 •

Regulation

Oz regulator warns advisers no escape from their 'RDR'

Financial advisers in Australia have been warned any attempts to get around the country's equivalent of the retail distribution review (RDR) will not be tolerated by the regulator.

clock 02 June 2011 •

RDR

IFAs stand by whole of market

Advisers think the FSA's independent and restricted labels are "wrong" but the majority will remain whole of market after 2013, recent findings suggest.

clock 26 May 2011 •
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