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Global wealth firm Raymond James expands into Kent
- Tuesday, 19 November 2013
- Articles
Chris Redman, formerly investment director of Collins Stewart and Gerrard Investment, has joined Raymond James Investment Services, establishing his investment management practice in Faversham, Kent.
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Susan Sneddon appointed Alliance Trust Savings marketing director
- Tuesday, 19 November 2013
- Articles
Alliance Trust Savings, a Sipp and investment provider, has announced the appointment of Susan Sneddon as its new marketing director.
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FCA halts suspected London-based 'boiler room' wealth operation
- Tuesday, 19 November 2013
- Articles
A suspected boiler room operation has had an unlimited worldwide asset freezing order placed on it by the FCA after a High Court judge agreed that First Capital Wealth Limited posed a serious risk to consumers.
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1 in 5 couples aged 40+ avoid retirement discussions
- Wednesday, 20 November 2013
- Articles
One in five couples over the age of 40 have avoided discussing retirement plans in the last five years and many prefer to keep finances completely separate, according to a new study.
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Platform sector moves into profit for first time, says consultancy
- Wednesday, 20 November 2013
- Articles
The platform sector as a whole has moved into profitability for the first time, according to a new study, but the study's authors says there is no room for complacency.
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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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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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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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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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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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