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IFA

Managed solutions

Around the world in 13 plays: Potter and Burdett on investing in 2014

F&C multi-managers Gary Potter and Rob Burdett give their predictions on what's hot and what's not in the investment space this year, based on their mantra that the only thing that determines how successful an investor you are is the price you pay for...

clock 21 January 2014 •

Your profession

IFA 'sees the light' to embark on lifestyle financial planning

A Wigan-based IFA of 12 years is taking his career in a new direction - by embarking on the journey to become a lifestyle financial planner.

clock 17 January 2014 •

Your profession

Star quality: How one IFA built a celeb-heavy client list

ROCK ON!

clock 16 January 2014 •

Investment

Northern Irish wealth manager on acquisition spree buys IFA

Davy Private Clients, the Northern Ireland-based wealth management and financial planning division of J&E Davy (Davy), has agreed to acquire Square Seven Financial Planning, part of a two year acquisition spree.

clock 15 January 2014 •

Wrap/platforms

Nucleus eyes D2C platform move to serve orphan clients

Nucleus is considering launching a direct-to-consumer (D2C) platform in an effort to better serve the 6,000 orphaned clients it currently redirects to Hargreaves Lansdown each year.

clock 14 January 2014 •

Your profession

Consultant: The bigger, better, brighter ways of working in advice

Bigger, better, brighter ways of working

clock 10 January 2014 •

Your profession

Ex-Origen boss Gareth Marr retires after three decades in advice

Industry stalwart Gareth Marr - one time chief executive of national IFA firm Origen - is leaving advice after a 30 year career due to ill health.

clock 08 January 2014 •

Your profession

'People question why I've done it': From PR to professional adviser

START OF THE JOURNEY

clock 20 December 2013 •

Regulation

Young gun: Why one 23 year old became an IFA

YOUNG GUN

clock 13 December 2013 •

Regulation

Early RDR hiccups revisited: Have things improved?

QUANTUM LEAP

clock 12 December 2013 •
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