Monday, 12 January 2015
Articles
A business support company, which works with about 5,000 financial advisers across the country, has announced it is considering a flotation or selling a stake in the firm. Read more ...
Tagged under #Simply Biz #Alternative Investment Market #Verbatim Asset Management

Monday, 12 January 2015
Articles
Threadneedle Investments has announced this morning that it will rebrand its business as Columbia Threadneedle Investments in the first half of 2015. Read more ...
Tagged under #Threadneedle Investments #Columbia Threadneedle Investments #Ameriprise Financial #rebrand

Monday, 12 January 2015
Articles
The new logo and name have been unveiled this morning
The name of the new pensions guidance service has been unveiled today as Pension Wise. Read more ...
Tagged under #The Pensions Advisory Service #guidance service #Pension Wise #The Citizens Advice Bureau #Economic Secretary to the Treasury Andrea Leadsom #Economic Secretary to the Treasury

Friday, 09 January 2015
Articles
Ruth Sturkey CFPCM
A Financial Planning firm founded by an adviser to the stars is aiming to put a year of upheaval behind it, with sights set on hitting a turnover of around £1m in 2015. Read more ...
Tagged under #Paraplanning #Financial Planner #Financial Planning #Ruth Sturkey #The Red House Consulting #Gareth Marr #Ruth Sturkey CFPCM

Friday, 09 January 2015
Articles
National advisory firm Lighthouse Group has announced a "low-cost" online advice service. Read more ...
Tagged under #Financial Planning #Lighthouse Group #online advice #automated advice #Stock Exchange

Thursday, 08 January 2015
Articles
Three company directors have begun long jail terms after the first in a number of Serious Fraud Office cases to come to trial involving the mis-selling of investment products connected with Sipps. Read more ...
Tagged under #Sipps #Investments #Serious Fraud Office

Thursday, 08 January 2015
Articles
Steve Webb, Pensions Minister
Two pension firms have warned of the possible dangers of proposals for re-selling existing annuity contracts, with one saying they are "probably ill-conceived". Read more ...
Tagged under #pensions #Steve Webb #Aegon UK #annuities #Ros Altmann #Portal Financial

Wednesday, 07 January 2015
Articles
Ian Taylor, the chief executive of Transact
The chief executive of Transact has confirmed the company is preparing itself for flotation. Read more ...
Tagged under #Platforms #Transact #wrap #Ian Taylor #IFP corporate member

Wednesday, 07 January 2015
Articles
Michael Kitces - picture courtesy of his website www.kitces.com
A prominent American Financial Planner will be one of the keynote speakers at a conference about retirement, a month ahead of the pension reforms kicking in.
Read more ...
Tagged under #retirement #Financial Planner #Pension #retirement income #retirement conference

Wednesday, 07 January 2015
Articles
David Ferguson, Nucleus founder and chief executive
Two firms have reported reaching major milestones after posting their latest financial results. Read more ...
Tagged under #Platforms #Nucleus #Aviva #assets under administration #Aviva Platform

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