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Investing in the profession

Investing in the profession

Blog: Where have all the good guys gone?

Where have all the good guys gone?

clock 06 March 2015 •

Investing in the profession

Succession adds £50m to FUM with latest buyout

Adviser consolidator Succession Group has bought tax planning and investment firm Cassidy Coutts, adding £50m to its funds under management.

clock 03 March 2015 •

Investing in the profession

PFS launches good practice hub with discretionary investment guide

The Personal Finance Society (PFS) has launched an online space to share good practice guides with advisers.

clock 27 February 2015 •

Investing in the profession

Meeting of minds: Developing the adviser/solicitor relationship

Developing the adviser/solicitor relationship

clock 25 February 2015 •

Investing in the profession

Foster Denovo in 'financial planning' push to boost adviser revenue

A national advice firm has launched the final stage of its adviser development programme, designed to help advisers improve their client service and increase their revenue.

clock 18 February 2015 •

Investing in the profession

Tavistock shareholders unanimously approve Financial Ltd takeover

The shareholders of Tavistock Investments have approved the firm's takeover of Standard Financial Group and its troubled adviser network Financial Ltd.

clock 16 February 2015 •

Investing in the profession

IFA to launch D2C service to meet client demand

An IFA is to launch a non-advised investment proposition alongside its fully advised service to allow clients to "dip in and out of advice as they please".

clock 04 February 2015 •

Investing in the profession

Ashcourt Rowan chief talks up 'scale' ahead of £97m Towry deal

The chief executive of national IFA Ashcourt Rowan has talked of the importance of scale in wealth management as the company awaits regulatory approval for a near-£100m takeover by Towry.

clock 03 February 2015 •

Investing in the profession

Succession snaps up £200m FUM with two new signings

Financial services firm consolidator Succession Advisory Services has signed two new advisers to its pool of members, adding £200m to its £10bn funds under management (FUM).

clock 02 February 2015 •

Investing in the profession

Lighthouse rolls out low-cost online advice service

Listed advice firm Lighthouse Group has teamed with a discretionary investment manager to create a 'cost-effective' focused investment advice service to be delivered online.

clock 09 January 2015 •
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