News
RDR
East Anglia-based Saffron Building Society has transferred its financial planning subsidiary, Saffron Independent Financial Advisers to Towergate Financial.
14 February 2012
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Your profession
Wealth manager Raymond James today won what may prove to be a landmark court case against rival Towry, which had accused seven Raymond James advisers of unlawfully soliciting its clients.
14 February 2012
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uncategorised
Wealth manager Helm Godfrey has launched iRetire, a retirement advice service.
14 February 2012
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RDR
Adviser group Tenet has said remaining independent will be near-compulsory for its members.
14 February 2012
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Income Protection
The Protection Review and Income Protection Task Force (IPTF) have produced a list of the top ten things consumers should be aware of when purchasing income protection (IP).
14 February 2012
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TCF
Most financial advisers do not understand all of the charges levied by fund providers, Alan Miller, founder of SCM Private said.
14 February 2012
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Individual Protection
Holloway Friendly Society paid 96.2% of its income protection claims in 2011, up from the previous twelve months 95.5%.
14 February 2012
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Tax Planning
The UK inflation rate fell to 3.6% in January, down from 4.2% in December, official figures show
14 February 2012
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Offshore Investment
Offshore bond providers are shifting their new business focus away from jurisdictions such as the Isle of Man and towards European jurisdictions, Epoch Wealth Management has said.
14 February 2012
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