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Two advisers fined total of £885,000 for Sipp-linked property debacle
- Friday, 18 October 2013
- Articles
A Sipp scheme was used by two Surrey-based investments advisers who have have been fined a total of £885,000 and been banned by the FCA from holding any position at a financial firm.
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True Potential sees adviser numbers grow to 347
- Friday, 18 October 2013
- Articles
Financial services firm True Potential has announced significant year-on-year increases in turnover and profits and a larger wealth management team.
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2.5m grandparents give money to grandchildren
- Friday, 18 October 2013
- Articles
Financial support from grandparents to younger generations is worth £500m a year and is set to grow in future, according to new research.
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AXA Wealth International boosts investment choices for clients
- Thursday, 17 October 2013
- Articles
A new offshore investment service marketed by AXA Wealth International, named DelegationTM, will give investors access to a much broader range of asset types, including: collective investment schemes, equities, government and corporate debt and derivatives.
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Fidelity acquires Annuity Direct to boost retirement arm
- Thursday, 17 October 2013
- Articles
Fidelity is to acquire independent annuities adviser Annuity Direct with the aim of combining both companies resources to help clients' retirement incomes.
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RSM launches 3 new fund analysis services for advisers
- Thursday, 17 October 2013
- Articles
Fund research group Rayner Spencer Mills has launched three new products to give advisers more help in selecting investments.
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Number of consumer complaints down by 500,000
- Wednesday, 16 October 2013
- Articles
Consumer complaints reported by financial services firms fell by 500,000 between the second half of 2012 and the first half of 2013, according to the FCA.
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Outsourcing advisers looking for specialist portfolio managers
- Wednesday, 16 October 2013
- Articles
According to new research 65 per cent of advisers said that the main reason for recommending outsourced investment services was to gain access to specialist portfolio management skills.
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HNW specialist Salamanca acquires Investec Trust
- Wednesday, 16 October 2013
- Articles
Salamanca Group, the merchant banking and risk management business, has combined with existing management to acquire the Investec Trust group of companies, from Investec Bank plc for an undisclosed sum.
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Neil Woodford to leave Invesco to set up own fund firm
- Tuesday, 15 October 2013
- Articles
Leading income fund manager Neil Woodford is to leave Invesco Perpetual in April to set up his own fund business and transfer fund responsibilities to Mark Barnett and the Invesco Perpetual UK Equities team.
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