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DFM model portfolio charges on platforms need to be cut
- Wednesday, 03 October 2012
- Articles
Mark Polson, founder of investment consultancy The Lang Cat, has warned that DFMs (discretionary fund managers) may be charging too much for model portfolios on platforms.
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Nick Cann tells delegates Level 4 won't be enough for Financial Planning
- Wednesday, 03 October 2012
- Articles
Nick Cann, chief executive of the Institute of Financial Planning, has said Level 4 will not be sufficient to deliver Financial Planning to clients.
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IFP conference ends with speech from Jacqueline Gold
- Wednesday, 03 October 2012
- Articles
The IFP Annual Conference ended today with a speech from Jacqueline Gold, chief executive of lingerie store Ann Summers, who said having the right people was the most important part of her business.
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IFP conference ends on a high with positive delegate feedback
- Wednesday, 03 October 2012
- Articles
The Institute of Financial Planning annual conference has ended for another year with excellent feedback from delegates and high praise for speakers.
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Scottish Life unveils adviser and consultancy charging options
- Thursday, 04 October 2012
- Articles
Scottish Life, the pensions specialist arm of the Royal London Group, has announced new business illustrations on an adviser and consultancy charging basis.
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FE develops a range of model portfolio options
- Thursday, 04 October 2012
- Articles
FE has launched a range of 15 model portfolios to assist Financial Planners in offering an investment service to their clients.
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AXA Wealth offers fixed term deposits on its Elevate platform
- Thursday, 04 October 2012
- Articles
AXA Wealth, a sponsor of the Institute of Financial Planning, has launched a fixed term deposit offering on the Elevate platform due to adviser demand.
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Bank maintains base rate and QE programme
- Friday, 05 October 2012
- Articles
Firms were unsurprised by the Bank of England's decision to hold interest rates at 0.5 per cent and the asset purchase programme at £375bn this week.
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Patrick Mill appointed managing director at Alliance Trust Savings
- Friday, 05 October 2012
- Articles
Alliance Trust Savings has appointed Patrick Mill as its new managing director with immediate effect.
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FSA warns consumers of gender directive changes
- Friday, 05 October 2012
- Articles
The Financial Services Authority has urged consumers to contact a financial adviser to ensure they have the right insurance cover ahead of the new gender directive.
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