adviser firms
Your profession
AWD Chase de Vere has appointed a new non-executive chairman and two non-executives directors to its board.
20 January 2010
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RDR
Consolidation and business consultancy firm Succession Advisory Services has signed up East Anglia-based IFA Insight Financial Associates as a regional hub.
18 January 2010
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Your profession
Close Asset Management is looking to acquire the client banks of about 40 IFA businesses over the next few years as part of an ambitious growth strategy.
18 January 2010
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Your profession
Close Asset Management has outlined plans to expand by acquiring IFA client books and partnering adviser firms.
15 January 2010
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Wrap/platforms
Succession will link with Præmium for its discretionary management service as part of the firm's investment platform strategy.
14 January 2010
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Your profession
Advisers and their support staff have been called on to help an unnamed provider of Adviser Extranet e-services improve its product.
12 January 2010
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Your profession
Applewood Wealth Management has outlined plans to acquire six adviser businesses over the next 12 months.
12 January 2010
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RDR
IFAs face a race against time to get in shape for the RDR, with some firms plagued by a mindset of resistance to change, according to transitional planning firm FP Advance.
12 January 2010
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Your profession
Chartwell-Financial Management has changed its name to LIFT-Financial in order to distinguish itself from a host of other financial services businesses with similar names.
11 January 2010
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Asset Allocation
An asset management company is set to launch offering low cost passive investment solutions to IFAs.
09 January 2010
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