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adviser firms

Your profession

Sinfonia appoints former Hartford man head of sales

Sinfonia Asset Management has appointed Tim Barker as head of sales.

clock 08 January 2010 •

RDR

Let advisers take books into exams - AWD

Advisers should be allowed to take research books into examinations to replicate the resources they have on hand in the workplace, says AWD Group's Martyn Laverick.

clock 06 January 2010 •

Your profession

Informed Choice calls for 'sea-change' on pensions

Savers need to readdress their approach to private pensions in 2010 - a year in which the general election will shape the financial landscape, says Informed Choice.

clock 06 January 2010 •

Your profession

Towergate Financial acquires K B Rollitt & Co

Towergate Financial has started the New Year in expansion drive with the acquisition of fee-based IFA K B Rollitt & Company.

clock 04 January 2010 •

uncategorised

IFA issues early pension release advice warning

Upcoming changes to the minimum retirement age mean financial advice will be under extra scrutiny, IFA Almary Green warns.

clock 04 January 2010 •

Your profession

Perspective acquires Platinum Portfolios

Perspective Financial Group today acquired Platinum Portfolios, marking the Wilmslow-based consolidator's final acquisition in 2009.

clock 22 December 2009 •

Your profession

Stephen Kavanagh named AWD Chase de Vere CEO

Stephen Kavanagh has been appointed chief executive of AWD Chase de Vere with immediate effect.

clock 18 December 2009 •

Investment

Profile: Carl Melvin, Affluent Financial Planning

"Current RDR proposals appear to support the old model of advice and penalise firms like mine."

clock 17 December 2009 •

Your profession

Paradigm reaches 300 IFA milestone

Paradigm Partners has signed up its 300th IFA firm.

clock 16 December 2009 •

Your profession

What's a job title worth? £35k apparently

Advice firms that give most of their staff clearly-defined job roles are more profitable than those that do not, research suggests.

clock 15 December 2009 •
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