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adviser firms

Your profession

Buckles launches mass market advice offering

Buckles is launching a new streamlined remote advice service in a bid to take financial advice to the mass market.

clock 03 August 2010 •

Your profession

Manx Financial acquires Edgewater Associates

Manx Financial Group has acquired Isle of Man-based IFA Edgewater Associates as the firm looks to diversify beyond the lending arena and develop its wealth business.

clock 02 August 2010 •

Your profession

Towergate launches RDR transition kit for small firms

IFA consolidator Towergate Financial is launching a series of tools to help firms transition to an RDR-compliant business model.

clock 29 July 2010 •

Critical Illness

ABI may impose scripts for CI sales

Advisers could face using approved scripts when selling protection after criticism about poor intermediary product explanations by the FSA.

clock 19 July 2010 •

Your profession

IFAs across globe embrace tougher regulations

IFAs around the world have responded positively to the challenges of the financial crisis and welcome stricter regulations, according to the Association of International Life Offices (AILO).

clock 07 July 2010 •

Your profession

Moneygate begins recruitment drive

Moneygate Group is considering launching a graduate programme as part of plans to grow its adviser headcount ten-fold over the next four years.

clock 25 June 2010 •

Your profession

Close agrees Paradigm tie-up to boost IFA relationships

Close Asset Management has agreed a strategic tie-up with IFA consultancy Paradigm Partners.

clock 24 June 2010 •

Your profession

Buckles looks to hire 250 graduates

Buckles has unveiled plans to hire 250 graduates as part of an ambitious expansion strategy built on establishing a series of regional hubs throughout the UK.

clock 22 June 2010 •

Your profession

England dressing room fan is mortgage adviser

The disgruntled football fan who confronted David Beckham after England's uninspiring 0-0 draw against Algeria on Friday works as a mortgage adviser in south-east London.

clock 21 June 2010 •

Your profession

Perspective completes 15th acquisition

IFA consolidator Perspective Financial Group has announced its 15th acquisition with the purchase of Essex-based Wingham Wyatt.

clock 17 June 2010 •
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