Thursday, 29 August 2013
Articles
Co-op Bank website
The Co-operative Bank has seen a loss of £709m in the first half of 2013, up from £57m loss in the first half of 2012. Read more ...
Tagged under #PRA #Coop Bank #Lloyds TSB

Friday, 30 August 2013
Articles
Celtic Manor resort, venue for the IFP Annual Conference
There is one month to go until the Institute of Financial Planning conference begins on 30 September. Read more ...
Tagged under #IFP #IFP Annual Conference #Financial Planning

Friday, 30 August 2013
Articles
Blue & Green Tomorrow website
Financial Planners with an interest in ethical investments are invited to attend a bootcamp on sustainable investments. Read more ...
Tagged under #Financial Planning #ethical investments

Monday, 02 September 2013
Articles
Alistair Welham
AXA Wealth has appointed Alistair Welham as new head of marketing. Read more ...
Tagged under #Marketing #AXA Wealth #Nationwide #Virgin Money

Monday, 02 September 2013
Articles
IFP logo
The Institute of Financial Planning has welcomed Chamberlyns as its latest Accredited Financial Planning FirmsTM. Read more ...
Tagged under #IFP #Financial Planning #Accredited Financial Planning Firms #Chamberlyns

Monday, 02 September 2013
Articles
Alliance Trust Savings website
Alliance Trust Savings has gone live with the online re-registration of clients since partnering with Altus in July 2013. Read more ...
Tagged under #Platform #Alliance Trust Savings #Altus

Tuesday, 03 September 2013
Articles
Alan Gow, co-director at Argonaut Paraplanning
Reading-based outsourced Paraplanning firm Argonaut Paraplanning has merged with JW Paraplanning. Read more ...
Tagged under #Paraplanning #Argonaut Paraplanning #JW Paraplanning

Tuesday, 03 September 2013
Articles
Tracey McDermott, head of FCA's Enforcement and Financial Crime division
Aberdeen Asset Managers and Aberdeen Fund Management has been fined £7.2m by the Financial Conduct Authority for failing to protect client money. Read more ...
Tagged under #FCA #Aberdeen Asset Management

Tuesday, 03 September 2013
Articles
Pete Matthew
Pete Matthew CFPCM, Financial Planner at Jacksons Wealth Management, is to launch his new AdviserTech site on 17 September. Read more ...
Tagged under #Pete Matthew #AdviserTech #Jacksons Wealth Management

Tuesday, 03 September 2013
Articles
Sanjeev Shah
Sanjeev Shah is leaving the fund management industry after 17 years at Fidelity Worldwide Investment. Read more ...
Tagged under #Fidelity #Sanjeev Shah #Fidelity Special Situations
  1. Paraplanning firm The Timebank adds eValue tools to its service
  2. Hargreaves Lansdown benefits from RDR with client growth
  3. Alliance Trust Savings increases volume of clean share classes
  4. IFP branch chairmen discuss 2014 programme
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