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Towry appoints first head of client experience
- Monday, 03 March 2014
- Articles
Wealth adviser Towry has appointed Linda Payne to its executive committee in the new role of head of client experience.
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Thesis ups bias towards value style investing as sentiment improves
- Monday, 03 March 2014
- Articles
Thesis Asset Management has increased its exposure to value-style investing across its Optima range of portfolios as the market outlook continues to improve.
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War on savers will 'drive retirees to seek higher risk investments'
- Monday, 03 March 2014
- Articles
Nigel Green, chief executive of global financial advisory firm deVere, has forecast that a growing number of retirees will consider "higher risk-higher return investments" as a result of the Bank of England's February statement that interest rates are likely to remain low until the end of the decade.
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IFP gears up for Accredited Planning Firms Conference
- Monday, 03 March 2014
- Articles
The Institute of Financial Planning is gearing up for this week's Accredited Financial Planning Firms Conference in St Albans.
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Arch Cru fall out continues as 900 investors take legal action
- Friday, 28 February 2014
- Articles
The fall out from the failed investment fund range Arch cru, which has left advisers with a £32million compensation bill, is continuing as about 900 investors take legal action.
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CBI: Pensions Regulator DB scheme code fails to go far enough
- Friday, 28 February 2014
- Articles
The Confederation of British Industry has expressed concerns with the Pensions Regulator over its latest draft Code of Practice for funding defined benefit pension schemes.
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Old Mutual Wealth acquires network of financial advisers
- Friday, 28 February 2014
- Articles
Old Mutual Wealth has acquired Intrinsic, the network of restricted and independent financial advisers.
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FCA bans ex-company chief exec
- Thursday, 27 February 2014
- Articles
A former company chief executive is heading for the financial services exit door after getting banned by the FCA.
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Advisers escape £30m FSCS levy – for now
- Thursday, 27 February 2014
- Articles
The Financial Services Compensation Scheme has scrapped a planned £30m interim levy on advisers for 2013/14 – at least for the time being.
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Number of advisers using Aviva platform doubles in 12 months
- Thursday, 27 February 2014
- Articles
The number of advisers using Aviva's platform in the last year has doubled to over 2,000, the company has reported.
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