Monday, 20 January 2014
Articles
Warburg website
Source, an asset manager and a European provider of Exchange Traded Products (ETPs), has announced that an affiliate of private equity firm Warburg Pincus has committed to acquire a majority stake in its business. Read more ...
Tagged under #Source #ETF #Warburg Pincus

Monday, 20 January 2014
Articles
FCA building
The FCA has announced that a Financial Planning firm which was declared in default by the Financial Services Compensation Scheme in 2012 has been targeting UK customers despite being unauthorised. Read more ...
Tagged under #FCA #Derrick Hales Financial Planning #Financial Services Compensation Scheme

Monday, 20 January 2014
Articles
Brooks Macdonald website
An investment firm has teamed up with an advisory business to offer a portfolio of products – including Sipps and SSAS. Read more ...
Tagged under #Wealth Management #Brooks Macdonald #investment #Prosperity

Monday, 20 January 2014
Articles
CBI website
The economic recovery is starting to feed through to the UK's financial services sector with investment managers feeling 'bullish', a new study suggests. Read more ...
Tagged under #financial services #CBI #PwC

Tuesday, 21 January 2014
Articles
EDM website
Nearly six in ten pension managers expect the de-risking market to grow in 2014, a survey suggests.
Read more ...
Tagged under #pensions #EDM Group #ITM #derisking

Tuesday, 21 January 2014
Articles
previous powwow event
Paraplanners will be putting their heads together today at a roundtable debate in London. Read more ...
Tagged under #Paraplanners #John Redmond #London Powwow

Tuesday, 21 January 2014
Articles
Oakley's website
Another former senior manager at Invesco Perpetual is to join leading income fund manager Neil Woodford's team at Oakley Capital Management. Read more ...
Tagged under #Invesco #Neil Woodford #Oakley

Tuesday, 21 January 2014
Articles
Joanna Hague CFP
The Institute of Financial Planning has announced that Joanna Hague CFPCM has become the 1,000th Certified Financial PlannerCM Professional to be practicing in the UK. Read more ...
Tagged under #IFP #CFP #FPSB #Rebecca Taylor #Noel Maye #FPSB UK #CFPCM #Lucy Courtenay #Steve Gazzard #CFP Professional #Joanna Hague

Tuesday, 21 January 2014
Articles
FSCS logo
The Financial Services Compensation Scheme will issue a total levy of £313m across the financial services industry in 2014/15, with £107m of that coming from investment advisers. Read more ...
Tagged under #advisers #FSCS #Levy

Wednesday, 22 January 2014
Articles
The first powwow took place in teepees. Yesterday it was held at Transact's offices in London
An information and idea sharing event for Paraplanners has been hailed as a success by organisers. Read more ...
Tagged under #Paraplanning #Paraplanner #London #Powwow
  1. Extra month of bills for over 55s due to cost of living
  2. Satisfaction levels fall among wealth management clients
  3. Pensions Minister set to address CBI conference
  4. Axe auto-enrolment opt out, think tank proposes
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