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Last chance to enter Paraplanner of the Year awards
- Thursday, 05 September 2013
- Articles
Entries for the Paraplanner for the Year award 2013 will close tomorrow (6 September).
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IFP branch chairmen discuss 2014 programme
- Thursday, 05 September 2013
- Articles
Institute of Financial Planning branch chairmen are meeting in Solihull today to discuss next year's branch programme.
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Alliance Trust Savings increases volume of clean share classes
- Wednesday, 04 September 2013
- Articles
Alliance Trust Saving has increased its fund range to offer 1,800 clean share classes.
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Hargreaves Lansdown benefits from RDR with client growth
- Wednesday, 04 September 2013
- Articles
Customers seeking self-directed investments has led to Hargreaves Lansdown surpassing 500,000 clients.
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Paraplanning firm The Timebank adds eValue tools to its service
- Wednesday, 04 September 2013
- Articles
Outsourced Paraplanning firm The Timebank has added Portfolio Analyser from eValue to its services.
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Sanjeev Shah to step down from fund management at end of 2013
- Tuesday, 03 September 2013
- Articles
Sanjeev Shah is leaving the fund management industry after 17 years at Fidelity Worldwide Investment.
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AdviserTech technology site to launch mid-September
- Tuesday, 03 September 2013
- Articles
Pete Matthew CFPCM, Financial Planner at Jacksons Wealth Management, is to launch his new AdviserTech site on 17 September.
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FCA fines Aberdeen £7.2m for failing to protect client money
- Tuesday, 03 September 2013
- Articles
Aberdeen Asset Managers and Aberdeen Fund Management has been fined £7.2m by the Financial Conduct Authority for failing to protect client money.
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Argonaut Paraplanning merges with JW Paraplanning
- Tuesday, 03 September 2013
- Articles
Reading-based outsourced Paraplanning firm Argonaut Paraplanning has merged with JW Paraplanning.
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Alliance Trust Savings goes live with online re-registration of clients
- Monday, 02 September 2013
- Articles
Alliance Trust Savings has gone live with the online re-registration of clients since partnering with Altus in July 2013.
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