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IFA

Investment

Employee-owned Gartmore sees future with IFAs

Gartmore is placing its future firmly on the retail investment market and take to the road very soon to tell IFAs about its fresh focus, says one of its new owner executives.

clock 26 May 2006 •

Technology

Mass market in scope of risk profiling tool

Distribution Technology's newly launched risk profiling tool is intended to fill a gap spotted in the "mass market" as much as meet the needs of advisers with high net worth clients.

clock 09 May 2006 •

Your profession

Offer talks end for Millfield

Millfield has revealed preliminary takeover talks with an unnamed third party have been terminated.

clock 05 May 2006 •

Investment

Revolving door at DWP is adding to pension crisis

The latest IFA barometer from Sesame reveals advisers believe the 'revolving door' of ministers at the Department for Work and Pensions (DWP) is adding to the problems in the pensions market.

clock 13 April 2006 •

Your profession

Millfield sells RTS Group holding

Millfield has sold its interests in RST Group and RST Audits back to the principal shareholder and managing director of the RST Group.

clock 31 March 2006 •

Technology

Barriers, action plan identified by Adviser E-Enquiry

Initial research and discussions with intermediaries as part of the industry's Adviser E-Enquiry initiative suggest ecommerce is being held back by a particular set of barriers requiring an industry-wide response, a Webline forum has heard.

clock 25 November 2005 •

Technology

Adviser Office price increase draws ire

Notification of a sharp price increase affecting Adviser Office Premier - 1st Software's product for the smallest IFA firms - is drawing stinging comment from some users.

clock 14 October 2005 •

Your profession

Chinese on menu for IFAs

Serving fee-based financial advice to high net worth clients in China via an internet distribution model is one option that should be seriously considered before the decade is out, according to research company dragondata.

clock 03 October 2005 •

Your profession

Fee-based IFA will lose money under FOS rules

A fee-based intermediary is set to lose money from a client who is refusing to pay a £200 fee and threatening to take her to the Financial Ombudsman Service (FOS).

clock 19 September 2005 •

Your profession

Intermediaries praise shift toward "chartered profession"

IFAs say the decision to give financial planning "chartered" status should help to boost recognition of financial planning as a profession.

clock 13 September 2005 •
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