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adviser firms

Investment

Former T. Bailey chief launches investment consultancy

Jason Britton, formerly a fund manager at T. Bailey, has launched an investment management consultancy ahead of the retail distribution review (RDR).

clock 17 January 2012 •

Investment

IMA urges FSA to clear up 'grey' legacy areas

FSA rules around legacy assets are "unclear" and "incomplete" and could result in less transparency for consumers, according to the Investment Management Association (IMA).

clock 17 January 2012 •

Investment

Aegon: Ending trail on fund switches would be 'disastrous'

Insurer Aegon has warned of the "disastrous" ramifications of removing trail commission following a fund switch - a move the FSA hinted at in its latest consultation paper on legacy commission.

clock 16 January 2012 •

Adviser / Broking

BIBA to focus on broker regulation for 2012 - Manifesto

The British Insurance Brokers' Association (BIBA) will focus on 'proportionate and cost effective regulation' for members its 2012 manifesto has said.

clock 12 January 2012 •

Investment

PSigma relaunches discretionary service

PSigma Investment Management is relaunching its discretionary management service as the firm looks to capitalise on the adviser community's preference for outsourcing solutions ahead of the retail distribution review (RDR).

clock 10 January 2012 •

Regulation

FOS may raise free case threshold for small firms to 25

The Financial Ombudsman Service (FOS) today proposed a modernisation of its funding model which could increase the number of free cases for small businesses from three annually to as many as 25.

clock 06 January 2012 •

Protection

Homer: Biba should represent all forms of intermediation

The British Insurance Brokers' Association (Biba) should be the trade body for all forms of intermediation and not limit itself to brokers according to its new chairman, Andy Homer.

clock 03 January 2012 •

Your profession

Ashcourt Rowan appoints Olympics comms man as COO

Ashcourt Rowan has appointed Ofcom's Richard Sinclair, MBE, chief operating officer as part of a shake-up of its senior management team.

clock 15 December 2011 •

Adviser / Broking

Adviser wins protection contract supplying 650,000 people

Welsh broker Moorlife has secured a contract with web site for mothers to be Emma's Diary, providing protection products to its 650,000 members.

clock 15 December 2011 •

Adviser / Broking

IFAs must look to technology for 2012 - Aviva

The increased use of integrated technology systems and social media will be vital to the development of IFA businesses post RDR, Aviva has warned.

clock 15 December 2011 •
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