IFA

A financial adviser from Henley-on-Thames has been jailed for 14 months after giving false financial advice to an elderly woman.

Fund manager Gervais Williams says he manages his own finances because financial advisers are expensive and apt to confuse.

An advice firm has unveiled the latest version of its bespoke cashflow model, which it says uses "Monte Carlo statistical simulations" to illustrate how variations can impact on a client's future well being.

An Edinburgh-based IFA firm has taken a leap into online video in order to better communicate with potential clients.

An Exeter-based IFA has expanded its team to nine by hiring and retraining two ex-HSBC advisers.

PARTNERSHIPS

IFAs that outsource fund management may be "abdicating their responsibilities," according to the founder of Belfast-based firm Carrington Wealth Manager.

Fiona Murphy looks at the challenges of advising the self -employed on their retirement plans

Sadly many advisory businesses are preparing for RDR with ‘dumbed down' advice propositions for which fees will be hard to justify, says Bruce Moss

Six in 10 IFAs are ‘concerned' about advising female clients to buy lifetime annuities ahead of the introduction of the gender equality ruling, according to research.