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adviser firms

Your profession

Buckles adopts Sanlam tech in bid to 'crack' online

Buckles is considering adopting parent company Sanlam's remote advice model as it looks to "crack" the UK online market and attract new clients.

clock 13 October 2010 •

Your profession

Ashcourt Rowan beefs up business development team

Wealth manager Ashcourt Rowan has made two new appointments to its business development team as the business embarks on the next stage of its expansion.

clock 06 October 2010 •

Your profession

Close appoints Brewin Dolphin's Lavin head of financial planning

Close Asset Management has appointed Beverley Lavin head of financial planning as the firm looks to grow its wealth management business in the run up to the RDR.

clock 06 October 2010 •

Your profession

Buckles changes recruitment tack as it eyes 'experience'

Buckles is looking to take on at least ten experienced, RDR-ready IFAs as business volumes begin to return to pre-crunch levels.

clock 04 October 2010 •

Equity Release

Almary Green predicts rise in demand for equity release

Demand for equity release products will surge in the coming years as the baby boom generation begins to retire, says Almary Green.

clock 22 September 2010 •

Your profession

PFS Conference: Seven ways to increase your profits

Founder and director of Wills & Trusts Independent Financial Planning David Batchelor reveals seven essential shifts in thinking to massively improve IFAs' profits.

clock 21 September 2010 •

Your profession

Advisers offloading mass market clients

Advisers are shifting their attention to more affluent clients amid fears the mass market will be unwilling to pay fees for advice post-RDR, research suggests.

clock 10 September 2010 •

RDR

Towergate wins first RDR toolkit client

Towergate Financial has announced Investment Services Scotland as the first IFA firm to sign up to its new Transition Toolkit.

clock 26 August 2010 •

Adviser / Broking

Axa CEO Maso insists it has no plans to sell broking arm Bluefin

Axa has insisted that it has no intention of selling its Bluefin Insurance Group and remains fully committed to the distribution market.

clock 24 August 2010 •

Your profession

Stockport IFA Prest acquires rival

Stockport-based IFA AJ Smith and Co has been acquired by rival neighbour Prest Financial Services for an undisclosed sum.

clock 24 August 2010 •
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