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adviser firms

Your profession

Need an Adviser launches outsourcing service

A service enabling "over-burdened" advisers to outsource specialist areas of advice but still retain up to half of the commission or fee has been launched by Need an Adviser.com

clock 08 February 2010 •

Wrap/platforms

Skandia unveils support package for advisers

Skandia has established two new support teams to provide technical assistance to advisers and help them make the most of its Investment Solutions platform.

clock 04 February 2010 •

Regulation

Equity release industry defends over-the-phone advice

The equity release industry has spoken out against calls from the Society for Equity Release Advisers (SERA) to ban telephone-based equity release advice.

clock 02 February 2010 •

Investment

Almary Green partners Principal and Skandia to launch model portfolios

IFA Almary Green has linked up with Principal Investment Management and Skandia Investment Solutions to launch six risk-rated model portfolios.

clock 02 February 2010 •

Your profession

Chamberlain's Succession signs Scottish hub

Simon Chamberlain's consolidation vehicle Succession Advisory Services has signed up Scottish accountancy firm Campbell Dallas Financial Services (CDFS) - keeping it on track to hit its five-year target of £7bn funds under management (FUM).

clock 01 February 2010 •

RDR

AWD appoints head of professional development

AWD Chase de Vere has appointed Carl Pimlott as head of professional development and training to prepare for the RDR.

clock 01 February 2010 •

Your profession

Applewood eyes extra £100m AUM through acquisitions

Applewood Wealth Management is targeting £100m in additional assets over a 12-month acquisition spree.

clock 28 January 2010 •

Your profession

Close AM appoints former Lehmans man as CFO

Close has appointed Paul Chambers chief financial officer of its asset management division.

clock 28 January 2010 •

Regulation

FSA prevents Alpha to Omega from taking on new business

Network Alpha to Omega has been told by the FSA it is unable to take on any new business.

clock 22 January 2010 •

RDR

Standard Life launches programme for wrap users to get RDR-ready

Standard Life is set to launch a programme on its wrap to help IFA firms prepare for the RDR.

clock 21 January 2010 •
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