adviser firms

Aon Risk Solutions has signed a deal with AXA Commercial Lines to provide professional indemnity insurance (PII) for independent financial advisers in the UK.

Sanlam Private Wealth is on the verge of acquiring three IFA businesses as its growth strategy of purchasing the client books of retiring advisers gathers pace.

Lobby group Adviser Alliance has had its application for a judicial review into the absence of an industry long-stop rejected - but has vowed to continue the fight for a time-bar on complaints.

Ascentric is establishing a series of IFA focus groups to provide it with feedback on propositional and service developments.

HMRC has published its final guidance setting out when VAT will be exempt on adviser charging arrangements post RDR. Here are the guidelines in full.

Cost and provider reputation are the most important factors for advisers choosing a passive investment provider, research suggests.

Sanlam UK has inked a deal with Statehouse Financial Management which will see the Wiltshire-based firm adopt Sanlam's hybrid advice model.

Advisers have been urged to remind clients they could shelter more than £58,000 from the taxman this ISA season.

JM Finn & Co has penned a deal with Brunel Capital Partners which will see it provide discretionary management services to the financial planning firm via a wrap platform.

Nucleus is launching a white label, execution-only platform in Q3 which will help advisers build and market a direct wrap proposition for clients.