adviser firms
Wrap/platforms
Electronic communication between IFAs and their clients is set to surge over the next year, say advisers.
25 February 2010
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Your profession
Sanlam UK says it has received a large number of responses from adviser firms since mapping out expansion plans last month and is currently working on two deals.
24 February 2010
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Your profession
St James's Place recorded a £2.3bn net inflow last year to reach record funds under management of £21.4bn at end 2009.
24 February 2010
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Your profession
A law firm challenging the FSCS's additional levy for the failures of Keydata and two stockbrokers says the body made a "schoolboy error" in not consulting advisers and warns a successful review will cause "havoc".
23 February 2010
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Structured Products
A series of free training courses on structured product (SP) investing has been launched by the people behind an SP comparison website.
23 February 2010
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Your profession
Cavanagh Group, the AIM-listed IFA, has selected SEI to support its expansion strategy and transform the firm's business model in the run-up to the RDR.
22 February 2010
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Your profession
Network Alpha to Omega (A2O) will not be sold and the business is to be wound down, administrators Benedict Mackenzie say.
18 February 2010
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Your profession
Applewood Wealth Management has written to 340 IFA firms in its region to gauge appetite for acquisitions or joint ventures.
16 February 2010
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Your profession
AWD Chase De Vere's high net worth boutique The Private Office has appointed two partners as the practice marks an impressive first year in business.
09 February 2010
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Your profession
Syndicate Asset Management has appointed former Blue Sky Asset Management's Chris Gillam as IFA relationship manager for its wealth management arm Ashcourt Rowan.
08 February 2010
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