Level 6 qualified
Retired in 2014
Beware financial and reputational repercussions
Beware false economy
The right culture is essential...
Selling up is easier with a plan
Backed by support services company Bankhall
Keeping secrets: Data protection legislation explained
Professional support services provider Bankhall has joined forces with the Phil Billingham Partnership to launch an "intensive" business development programme.
Bankhall is urging firms to identify and review emerging risks within their business in light of the Financial Conduct Authority's (FCA) increasing focus on retail conduct risk - and has launched a tool for advisers to help them.
Network and support service provider Sesame Bankhall Group (SBG) has said a large number of its 2,800 member firms are considering a 'hybrid' practice - offering both independent and restricted advice.
Bankhall has launched an entry-level service aimed at advisers looking for low-cost support.
Bankhall will host a series of adviser forums over the next month with a focus on wealth management and professional development.
Sesame Bankhall Group has launched a referral service for members faced with clients possessing pension pots of £30,000 or less.
Sesame Bankhall will launch a restricted advice service for at-retirement customers with small pension pots.
A service offering expert guidance for principals on how to develop and prepare an exit strategy has been launched by Bankhall.
Adviser support firm SimplyBiz has appointed two regional development managers to help run its new Verbatim Asset Management offering.
Matt King, principal at London-based adviser The Investment Company, has been named the 2010 Adviser of the Year by network giant Sesame.
IFA network giant Sesame is set to launch an online RDR forum enabling its member firms to share ideas as they prepare for life after 2012.
Sesame Bankhall chief operating officer Stephen Young today outlined his plans to restore IFA support services provider Bankhall to its "former glory".
Bankhall managing director David Golder has left Sesame Bankhall Group.
A virtual conference examining what advisers need to do to become RDR compliant is being launched by Sesame Bankhall Group for its members.
Sesame Bankhall Group says it will "invest millions" in 2010 to support its member firms make the transition to be RDR-compliant by 2012.
Sesame Bankhall Group is calling on the FSA to consider a standard factoring scheme.