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adviser firms

Your profession

Towergate promotes Saulter to COO

National IFA Towergate Financial has promoted business development director Dan Saulter to the new role of chief operating officer.

clock 15 December 2010 •

Your profession

Towergate acquires A1 Financial Services

Towergate Financial has acquired Wetherby-based A1 Financial Services.

clock 15 December 2010 •

Your profession

Moneygate secures new backer as shareholder MGT cuts funding

Moneygate Group has secured new funding as the company attempts to buy out the shareholding of its investment partners, MGT Capital Investments.

clock 03 December 2010 •

Your profession

Warning some IFA firms 'not worth lending to'

Banks are justified in refusing credit to IFA companies operating on low profit margins because lending to such high-risk firms would undermine their responsible lending credentials, says Plimsoll.

clock 02 December 2010 •

Your profession

Cost biggest obstacle to seeking advice

More than a quarter of consumers are put off from seeking financial advice because of its cost, research suggests.

clock 24 November 2010 •

Your profession

Perspective purchases Applewood Financial

Consolidation vehicle Perspective Financial Group has acquired North West-based Applewood Wealth Management.

clock 09 November 2010 •

uncategorised

Inherited wealth v self-made fortunes

It is not just how much money you have but where it comes from that affects the advice process, finds Maryrose Fison.

clock 03 November 2010 •

Investment

Putting the groundwork in - RDR

Helen Morrissey talks to Buckles' chairman, Nigel Speirs about how the firm is preparing for the retail distribution review

clock 02 November 2010 •

PMI

BIBA adds new blood to healthcare group

The British Insurance Brokers' Association (BIBA) has added two new names to its healthcare focus group.

clock 26 October 2010 •

Your profession

RBC to acquire BlueBay for £963m

RBC Wealth Management has reached an agreement to buy BlueBay Asset Management for £963m.

clock 18 October 2010 •
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