Positive Solutions will target advisers' successful transition to fee charging in its latest round of nationwide Wealth Synergy roadshows.
Stephen Sherwood kept goal for Watford in the 1984 FA Cup Final at Wembley. Now he advises on pensions, investments and mortgages. Spot the career highlight.
National IFA Positive Solutions plans to build an internal paraplanner service this year in a bid to free up time for its 1,500 partners to develop their businesses and customer relationships.
Aegon-owned national IFA Positive Solutions, which has previously complained of the 'underhand' recruitment tactics used by its rivals, lost about 400 partners in 2010, CEO Jim Reeve says.
Aegon-owned national IFA Positive Solutions is piloting a time recording tool to help partners translate time spent with clients into cost.
A past business review carried out by Aegon-owned national IFA Positive Solutions identified ‘isolated' cases of poor advice but no systemic mis-selling issues, the company says.
Positive Solutions is easing the level of fund research required when recommending governed, managed or model portfolios following partner feedback.
National IFA Positive Solutions is hosting a series of mortgage seminars across the UK, outlining to advisers the current state of the market and its likely future direction.
Positive Solutions reports pre-tax losses for 2009 in excess of £7m, due largely to a one-off multi-million pound tax hit.
Aegon-owned national IFA Positive Solutions has hired a compliance and risk director as it continues to conduct a company-wide legacy business review.