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Money Marketing Cover




SimplyBiz acquires estate planning firm APS Legal

23 April 2014 11:29 am | By Michael Glenister

Adviser support firm buys white-label estates, wills and probate business. 


Ex-Whitechurch MD Ian McIver joins IFA Compliance

22 April 2014 8:21 am | By Sam Macdonald

McIver takes up role as managing director alongside role of director at adviser firm Nexus.

Comments (2)


FCA bans two advisers over Sipp suitability failures

17 April 2014 10:21 am | By Samuel Dale

Andrew Rees and Timothy Hughes were partners at 1 Stop Financial Services.


Brooks Macdonald increases assets by £244m

17 April 2014 8:55 am | By Michael Berry

Performance added about £30m to the pot, while inflows comprised roughly £215m, the AIM-listed wealth manager says.


Adviser charged with £600k fraud to fund gambling habit

17 April 2014 8:53 am | By Michael Glenister

Alok Dhanda appeared in court accused of using client money to fund gambling debt.

Comments (1)


European Wealth completes £7m reverse takeover

17 April 2014 8:53 am | By Sam Macdonald

EW completes a reverse takeover of Aim-listed advice and wealth management firm European Wealth Management Group


Adviser profits up 20% but non-advised market share grows

17 April 2014 | By Tessa Norman

Average profit per adviser rose significantly in 2013. 


FSCS investment adviser levy set at £112m for 2014/15

17 April 2014 | By Michael Glenister

Advisers to pay £112m for 2014/15.

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Tom Kean: The tyranny of change

22 April 2014

The Budget reforms are good for financial advice but the business needs a period of calm to let all the recent changes bed in.

Comments (2)


Phil Young: Crunching the numbers on adviser profits

17 April 2014

Higher revenues are tied to a percentage of assets charging structure.

Comments (2)


Linda Smith: Understanding the FCA's independence definition

15 April 2014

There is still confusion over what is and what is not independent.

Comments (2)


Dennis Hall: Why we've changed our model to target £1m+ clients

14 April 2014

After looking at our business numbers, we realised something has to change.

Comments (16)


Should pension providers stop talking to their customers?

11 April 2014 | By Tom Selby

It would be unreasonable and counter-productive to prevent pension companies from speaking to savers.

Comments (2)


Martin Bamford: A history of misselling does not help insurers

11 April 2014

The insurance sector has taken something of a hammering during the last few weeks.

Comments (1)

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Peter Hamilton: Avoid 'open-ended advice' with your terms of business

14 April 2014

Take care when drafting terms of business agreements to clearly define the scope of advice and service provided by a firm.

Comments (4)

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Weekly Adviser View


Martin Bamford: A history of misselling does not help insurers

11 April 2014

The insurance sector has taken something of a hammering during the last few weeks.

Comments (1)


Pete Matthew: Does the FCA need to tighten the definition of 'adviser'?

7 April 2014

If someone asks what I do, I say that I’m a financial planner.

Comments (6)


Alistair Cunningham: The quest for decent feedback

20 December 2013

Client feedback tends only to highlight clients who are very happy or very unhappy. 

Read more IFA view


Gareth Marr: 'We have the regulator we deserve due to our past'

3 April 2014 | By Amanda Newman Smith

Money Marketing’s Outstanding Contribution to the Industry award winner recalls life before regulation.

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Trade Body View


Keith Richards: We can't ignore the advice gap any longer

4 November 2013

It is in the public interest to seek a solution to the advice gap that has widened since the withdrawal of mass market advice.


The IFP's Sue Whitbread: Do advisers take their own advice?

14 October 2013

Advisers should polish up their ‘people skills’  to add value post-RDR

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