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consolidation

Investment

Buxton urges fund consolidation to protect investors

Schroders head of UK equities Richard Buxton has called on providers to cull the number of "indifferent" products currently offered to the retail market in a bid to weed out consistent underperformers.

clock 14 October 2010 •

RDR

How can adviser firms attract potential buyers?

With up to a quarter of IFAs expected to leave the industry in the run-up to RDR, Maria Merricks finds out how advisers looking to sell their firms can attract buyers.

clock 19 August 2010 •

Your profession

Top tips: How to grow your business

Brett Davidson, chief executive of FP Advance, looks at how small adviser firms can create scaleable businesses.

clock 29 July 2010 •

Your profession

Perspective appoints group practice director

Perspective has appointed Ian Wilkinson as its group practice director to integrate working relationships across the firms within the consolidation vehicle.

clock 19 April 2010 •

Your profession

Perspective breaks into corporate advice arena

Perspective Financial has launched a corporate pension and employee benefits division.

clock 09 March 2010 •

Equity release

What does an adviser need to know?

Robert Bowes goes through the issues advisers need to take into account if they are wishing to move into the equity release market

clock 25 February 2010 •

Your profession

Chamberlain's Succession signs Scottish hub

Simon Chamberlain's consolidation vehicle Succession Advisory Services has signed up Scottish accountancy firm Campbell Dallas Financial Services (CDFS) - keeping it on track to hit its five-year target of £7bn funds under management (FUM).

clock 01 February 2010 •

Your profession

Perspective make first purchase of 2010

Perspective Financial Group has extended its 2009 purchasing spree into the New Year with the acquisition of Future Lifestyle on Friday.

clock 11 January 2010 •

Your profession

Perspective acquires Charles Reynolds Associates

Perspective Financial Group acquires Charles Reynolds Associates, the eleventh firm to come under the consolidation vehicle's umbrella.

clock 11 December 2009 •

Your profession

Consolidator Perspective secures tenth acquisition

IFA consolidator Perspective Financial Group has acquired its tenth firm after securing Kent-based Professional Investment Management Services (PIMS).

clock 25 November 2009 •
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