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IFA

Your profession

Adviser tackling Everest to fund retreat for injured veterans

A Cheshire-based financial adviser is attempting to raise £4.5m to build a ‘sanctuary' for armed services veterans and is set to climb Mount Everest to drive fundraising efforts.

clock 20 March 2012 •

Your profession

Intrinsic FS deputy chairman quits

Deputy chairman and group marketing director of Intrinsic Financial Services Kevin Ronaldson is leaving the business.

clock 16 March 2012 •

Investment

fund5live roadshow: All the pics

FUND5LIVE

clock 08 March 2012 • 1 min read

Regulation

Advisers rethink post-RDR independent plans

The number of financial advisory businesses intending to trade on a purely independent basis in 2013 is falling, according to a poll comparing sentiment now with a year ago.

clock 07 March 2012 •

Investment

True Potential rolls out life planning tool on platform

Financial services and platform provider True Potential has made a lifestyle planning tool available to its 4,000 IFA users.

clock 02 March 2012 •

Your profession

RSM Tenon to cut jobs as revenues fall

Advisory and accountancy group RSM Tenon has confirmed significant losses for the first half of its financial year, signalling a round of job cuts as it seeks to deal with rising costs.

clock 29 February 2012 •

Whole of Life

Whole of Life - Flickering into life

When addressing a client's protection needs, most products deal in the term space. But with people potentially outliving these contracts, Owain Thomas looks to whole of life for rejuvenation.

clock 24 February 2012 •

Investment

EU investigates unregulated financial advisers in Spain

The European Commission (EC) is to consider creating an ombudsman to help expats in southern Spain reclaim against unregistered financial firms that may be exploiting them.

clock 24 February 2012 •

RDR

The road to RDR

How will the Retail Distribution Review affect the retirement advisory market? Fiona Murphy takes you through this month's Inquiry

clock 21 February 2012 •

Investment General

Merchant Capital launches in-house wealth manager

Merchant Capital has launched Merchant Wealth, a private client wealth management service.

clock 21 February 2012 •
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