IFA

National wealth manager Attivo group has acquired three more IFAs as part of its mission to achieve £1bn of funds under management (FUM) by end of 2017.

Almost half of independent advisory firm business-owners plan to sell up within five years - and 10% in the next year alone, according to research.

The debate about whether changes made to financial intermediation following the Retail Distribution Review (RDR) would herald a shift towards 'restricted' advice may have been settled, according to the experiences of one national business.

How the FCA showed it is fitting in with what goes on 'in real life' at adviser firms

A financial advisory business can permit its advisers to refer clients to specialist colleagues within the company and remain independent, following an about-turn by the Financial Conduct Authority (FCA).

Receiving a letter from the ombudsman saying a customer has made a complaint does not mean a case has been opened, the Financial Ombudsman Service (FOS) has advised.

The average sale price for adviser businesses has almost doubled in the last 12 months, according to figures on firms sold through broker Retiring IFA, and now stands at £693,425.

The Personal Finance Society (PFS) has named the managing director of Chartered IFA Chadney Bulgin David Thomas as its president for 2014/15.

The Financial Conduct Authority (FCA) has warned of a fraudster contacting consumers pretending to be an authorised IFA.

An IFA has left network Intrinsic after he felt he was being nudged towards adopting a restricted proposition.