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adviser firms

Your profession

Prosperity unveils IFA acquisition growth plan

Prosperity IFAs and Stockbrokers is in active discussions with several IFA firms about acquiring advisers as it looks to grow its numbers more than tenfold by 2013.

clock 17 March 2011 •

Long Term Care

IFAs forge alliance for later life market

IFA Eldercare and equity release specialists Laterliving have signed a working relationship agreement in expectation of changes in the care funding system.

clock 07 March 2011 •

Regulation

FSA fires warning shot to firms offering DIFs

The FSA has flagged up concerns around the quality of advice surrounding Distributor Influenced Funds (DIFs) and has warned adviser firms it expects standards to improve.

clock 28 February 2011 •

Investment

Principal: We have found a new species of investor

They are well off and willing to spend, but until now have remained beyond the reach of most advisers, says Principal Investment Management.

clock 23 February 2011 •

Your profession

Committed Capital acquires 49% stake in Moneygate

National IFA Moneygate says it will push ahead with its expansion and acquisition plans following Committed Capital's purchase of an equity stake in the group.

clock 16 February 2011 •

Your profession

Syndicate sells Guernsey multi-manager subsidiary

Ashcourt Rowan parent Syndicate Asset Management(SAM) has sold its Guernsey-based investment management company to Hume Capital for approximately £1.8m.

clock 10 January 2011 •

Your profession

Nearly 300 IFA firms "clinging on for dear life" - Plimsoll.

Nearly 300 adviser firms are "clinging on for dear life" after the ravages of last year's recession as the IFA market braces for a wave of corporate failures, says Plimsoll.

clock 06 January 2011 •

Your profession

Syndicate promotes Rance to group COO

Syndicate Asset Management has promoted Jeremy Rance to the group's operational management team as group chief operating officer.

clock 06 January 2011 •

Your profession

Close supports smaller IFAs with Panacea link-up

Close Asset Management has become a sponsor of PanaceaIFA.com in a bid to reach out to smaller IFAs and widen access to its discretionary investment services.

clock 05 January 2011 •

Your profession

Syndicate promotes Cheshire to interim CEO

Syndicate Asset Management has promoted Mark Cheshire to interim group CEO with immediate effect.

clock 20 December 2010 •
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