Following the IFP membership election which has taken place over the summer months, the names of the four new directors were announced at the IFP Annual General Meeting at Celtic Manor on 1 October.
Over the next five years the fixed term investments of over 2.2 million NS&I customers will mature and a large number of those people will require support in making a decision on reinvestment.
Architas Multi-Manager, part of the global AXA Group, is a leading multi-manager that benefits from a firm foundation allowing us to compete on the global stage, while maintaining operational independence.
ETFs have arrived and are here to stay. They can also help you help your clients achieve their investment goals. In a post-RDR world, the 'whole of market' requirement will certainly require that you consider ETFs.
In July, the annual online IFP membership survey was carried out. As IFP Communications Director Sue Whitbread reports, the feedback is essential as part of IFP's strategic planning to deliver the best possible service for members.
South Wales welcomed a strong crowd of both members and non- members at Brewin Dolphin's Cardiff office to witness an eclectic and relevant line up of speakers in June.
A good turn-out for the July meeting came to listen to David Scarlett, author of Soul Millionaire, speak about 'The Apple Effect' and delivering beyond customers' expectations, reports branch chairman Pete Matthew CFPCM.
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