Thursday, 09 May 2013
Articles
Bill Bachrach.
US Financial Planning guru Bill Bachrach believes advisers should be embarrassed to say they are Level 4 qualified and must aim for higher qualifications. Read more ...
Tagged under #IFP #RDR #Financial Planning #Bill Bachrach

Thursday, 09 May 2013
Articles
Cities ranked by multi-millionaries. Source: Wealth Insight
London has topped the tables as the city with the most multi-millionaires, according to research company WealthInsight. Read more ...
Tagged under #wealth #HNW individuals #Financial Planning

Thursday, 09 May 2013
Articles
Martin Davis, Cofunds chief executive
Cofunds chief executive Martin Davis has stepped down from the role to be replaced by Chris Last from L&G. Read more ...
Tagged under #Platforms #Cofunds #L&G

Wednesday, 08 May 2013
Articles
The Queen and Prince Phillip. Source: UK Parliament
The Queen has set out the Government's plans for the next year with focus on pensions, small businesses and social care. Read more ...
Tagged under #pensions #Parliament #Queen's Speech #businesses

Wednesday, 08 May 2013
Articles
Morningstar chief executive Geoff Balzano
There is one week until the annual Morningstar Investment Conference takes place on 14-15 May and Financial Planner Online will be covering it extensively. Read more ...
Tagged under #IFP #Morningstar #FCA

Wednesday, 08 May 2013
Articles
Suffolk Life website
Suffolk Life will be holding due diligence seminars on Sipps, accredited for CPD by the Institute of Financial Planning. Read more ...
Tagged under #IFP #Defaqto #Suffolk Life #CPD

Wednesday, 08 May 2013
Articles
Richard Mein of Parmenion
Parmenion believes pressures from the RDR and recent platform rulings will see more firms moving to centralised investment propositions. Read more ...
Tagged under #Platforms #FCA #Parmenion #CIPS

Tuesday, 07 May 2013
Articles
Matthew Walne
Matthew Walne of Santorini Financial Planning has been recognised as the 100th UK Financial Planner to achieve ISO 22222 standard. Read more ...
Tagged under #ISO 22222 #Santorini Financial Planning #Matthew Walne

Tuesday, 07 May 2013
Articles
Tidjane Thiam, Prudential chief executive
RDR implementation has caused poor Q1 2013 results for Prudential with sales of with profits bonds particularly badly affected. Read more ...
Tagged under #RDR #Bonds #Prudential #M&G

Tuesday, 07 May 2013
Articles
Mike Kellard, chief executive of AXA Wealth
AXA Wealth has reported strong interest from advisers in its Elevate platform with assets increasing by 50 per cent to £6bn. Read more ...
Tagged under #AXA Wealth #Architas #Elevate

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