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IFP makes final preparations for Financial Planning Week 2013
- Friday, 22 November 2013
- Articles
The IFP's Financial Planning Week will launch on Sunday with an exclusive consumer survey of over 2,000 people which has now been distributed to members in advance for release on Sunday.
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Financial Planning Week 2013 is under way
- Friday, 22 November 2013
- Articles
The IFP's Financial Planning Week 2013 was launched yesterday (Sunday 24 November) with extensive coverage in several Sunday newspapers including the Sunday Express and The Observer.
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Financial Planning Week 2013 "a resounding success"
- Friday, 22 November 2013
- Articles
The IFP's Financial Planning Week 2013 - which ended yesterday (Sunday 1 Dec) - has been hailed a "resounding success" after a hectic week of consumer campaigning to promote the benefits of "financial fitness" and planning ahead financially.
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Personal Touch launches new wealth management panels
- Thursday, 21 November 2013
- Articles
Personal Touch Financial Services has detailed its new restricted advice wealth management service including the platforms, providers and panels it has selected to support its new consumer-led proposition.
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EBI launches investment rebalancing service for advisers
- Thursday, 21 November 2013
- Articles
EBI Portfolios, which calls itself the UK's first Turnkey Asset Management Provider (TAMP), has launched a service called Vantage to help advisers streamline investment rebalancing.
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IHT advice opportunity for non-domiciled UK clients
- Thursday, 21 November 2013
- Articles
Non-domiciled UK clients holding whole of life insurance policies with a UK insurer may need further advice where the policy has been written under seal and taken outside the UK for inheritance tax purposes, says Skandia.
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Social media to be heavily used for Financial Planning Week 2013
- Thursday, 21 November 2013
- Articles
Twitter and other social media will be a key focus for this year's IFP Financial Planning Week which starts on Sunday (24 November).
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IFP Scottish Conference 2013 wins acclaim for quality
- Wednesday, 20 November 2013
- Articles
The IFP's Scottish Conference has taken place this week in Edinburgh and earned praise for the quality of its speakers.
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Standard Life Wealth moves to Standard Life Investments
- Wednesday, 20 November 2013
- Articles
Standard Life Wealth, the wealth management division of the Scottish company, will move from the Standard Life main group to become part of Standard Life Investments from 1 January.
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AXA Wealth shakes up adviser service with major changes
- Wednesday, 20 November 2013
- Articles
AXA Wealth has unveiled what it calls "a new service model" with the aim of significantly increasing support for advisers but admits there will be some job losses.
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