Tuesday, 06 August 2013
Articles
Paraplanner of the Year award
Entries are now open for this year's Paraplanner of the Year award being run by the Institute of Financial Planning. Read more ...
Tagged under #IFP #Paraplanning #Richard Allum

Monday, 05 August 2013
Articles
Wealth-X website
Wealth-X, the ultra high net worth (UHNW) intelligence provider, has uncovered what it says is Albania's first billionaire: ex-refugee Samir Mane, president and CEO of Balfin Group. Read more ...
Tagged under #WealthX #Ultra HNW #Albania #billionaire #Samir Mane #Balfin Group #Mykolas D Rambus

Monday, 05 August 2013
Articles
John Bridge of Cirencester Friendly
Cirencester Friendly, an income protection specialist, has launched a new online chat tool to provide instant communication between their underwriters and financial advisers looking to transact business with the society. Read more ...
Tagged under #technology #Cirencester #income protection #online chat #underwriters

Monday, 05 August 2013
Articles
deVere website
Cutting inheritance tax liabilities is becoming the main priority for a growing number of households, according to a global largest independent financial advisory group. Read more ...
Tagged under #IHT #deVere Group #Inheritance Tax

Monday, 05 August 2013
Articles
Cofunds website
Fifty-eight per cent of financial advisers actively use online tools to service clients with modest portfolios, according to a survey of 404 advisers conducted by L&G-owned platform Cofunds. Read more ...
Tagged under #Cofunds #communications #comms

Monday, 05 August 2013
Articles
JPM Morgan AM 'Adviser Prosperity' Index
Financial Planners and advisers have mixed views on their prosperity post-RDR, according to JP Morgan's first 'Adviser Prosperity Index.' Read more ...
Tagged under #Paraplanning #JP Morgan #postRDR #Adviser Prosperity Index #Jane Nicholls

Friday, 02 August 2013
Articles
Mike Kellard, chief executive of AXA Wealth
AXA Wealth has branded itself a "RDR winner" after seeing sales increase by 68 per cent to £2.5bn. Read more ...
Tagged under #IFP #RDR #AXA Wealth

Friday, 02 August 2013
Articles
RBS logo
Ross McEwan has been appointed as the successor to Stephen Hester as chief executive of the Royal Bank of Scotland. Read more ...
Tagged under #PPI #RBS #Stephen Hester #Ross McEwan

Thursday, 01 August 2013
Articles
Bank of England building.
The Monetary Policy Committee has held rates at 0.5 per cent and asset purchases at £375bn. Read more ...
Tagged under #inflation #Mark Carney #BoE #rates

Thursday, 01 August 2013
Articles
Phil Loney, chief executive at Royal London
Royal London has completed a deal to buy the Co-operative Banking Group's life insurance and asset management arm. Read more ...
Tagged under #PRA #FCA #Royal London #The Cooperative Banking Group

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