Thursday, 06 June 2013
Articles
The new normal: Codifying superior client experience in wealth management. Source: Barclays Wealth and Investment Management
A third of advisers believe clients want wealth management firms to be a 'holistic facilitator for their life goals' according to Barclays. Read more ...
Tagged under #Wealth Management #Barclays Wealth and Investment Management

Friday, 07 June 2013
Articles
Bank of England building, home of the PRA
Nick Prettejohn has left his role as director at Legal & General to join the Prudential Regulation Authority board. Read more ...
Tagged under #PRA #L&G #Brit Insurance

Friday, 07 June 2013
Articles
Mervyn King, governor of the Bank of England
Some 43 per cent of consumers mistakenly think that interest rates have changed over the past year, according to the Bank of England. Read more ...
Tagged under #Bank of England #Interest rates

Friday, 07 June 2013
Articles
Rules of Engagement report produced by Advisor Impact and Vanguard Asset Management
Clients are placing a high level of trust in their financial adviser but are significantly less trusting of the financial services sector. Read more ...
Tagged under #Vanguard #Trust #Financial Planning

Monday, 10 June 2013
Articles
deVere Group website
Financial advice firm deVere Group has unveiled new Paraplanning technology to be implemented worldwide. Read more ...
Tagged under #Paraplanning #deVere Group

Monday, 10 June 2013
Articles
Graph showing amount households are able to save each month. Source: L&G
Over 300,000 extra people can afford to save since April 2012, according to Legal and General. Read more ...
Tagged under #Savings #L&G

Monday, 10 June 2013
Articles
MDRT annual conference website
Many Financial Planners are meeting this week at the Million Dollar Round Table annual conference in Philadephia. Read more ...
Tagged under #Wealth Management #Financial Planning #MDRT

Monday, 10 June 2013
Articles
Cedric Bucher, head of business development at Architas
Architas has introduced a new charging option for its passive fund range. Read more ...
Tagged under #Architas #Financial Planning #passive funds

Monday, 10 June 2013
Articles
IFP website
The Institute of Financial Planning has launched a new look for its brand, replacing the logo and brand which has served the professional body well since its launch in 1986. Read more ...
Tagged under #IFP #RDR #Financial Planning

Tuesday, 11 June 2013
Articles
IFP Fellow and organiser of the Fellows' Day Ian O'Connor
There is one week to go until some of the UK's most respected Financial Planners meet for the Institute of Financial Planning Fellows' Day. Read more ...
Tagged under #IFP #Financial Planning #Fellows
  1. Increased financial salaries expected as banks offset bonus cap
  2. NS&I reduces rates on some savings products
  3. Major changes to Hornbuckle Mitchell management team
  4. Former operations head returns for new role at Pointon York
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