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IFA

Your profession

Providers who leave IFAs in the dark should be 'named and shamed'

Providers and trade bodies who fail to communicate effectively with IFAs leaving them in the dark on product or industry issues should be named and shamed, according to progress from Royal Liver.

clock 09 November 2007 •

Your profession

Marketing shortcomings 'hurting IFAs'

IFAs already provide many aspects of the financial support consumers want but struggle to advertise this to the market, research by Aegon suggests.

clock 18 September 2007 •

Investment

Multiple-pension clients 'big opportunity' for IFAs

Savvy advisers should take advantage of clients with multiple pension schemes, according to financial services firm Metlife.

clock 02 August 2007 •

Your profession

Chartwell re-brand will improve clarity

IFA firm Chartwell has unveiled its new look as it re-brands to bring its four separate business activities under the Chartwell name.

clock 01 June 2007 •

Your profession

St James Place appoints new CEO

Wealth management advisory firm St. James's Place has confirmed the group's managing director has been appointed as its new chief executive with immediate effect.

clock 29 May 2007 •

Your profession

IFA banned for using client funds to run business

The Financial Services Authority has banned an IFA from carrying out any regulated activities after he used client money to fund his day-to-day business.

clock 21 May 2007 •

Your profession

Baby boomers 'rarely seek advice'

Three in ten so-called baby boomers have never seen a financial adviser, research from Halifax suggests.

clock 27 April 2007 •

Your profession

Money Portal offers extra TCF spur

Money Portal is offering its member firms an added incentive to adopt the principles of TCF by promising to give them a better valuation when and if they are sold.

clock 24 April 2007 •

Investment

Winterthur reveals IFA management team

Winterthur Life has revealed the restructured management team of its IFA business, which will be headed up by new managing director David Thompson.

clock 29 March 2007 •

Your profession

LV= takes a stake in Lighthouse

Liverpool Victoria has acquired a 4.99% share in the Lighthouse Group as part of a deal which will see the life insurer transfer its adviser base to the IFA and allow Lighthouse to provide advice to the insurer's affinity group members.

clock 27 March 2007 •
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