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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. 

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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)

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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.

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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.

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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)

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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

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

17 April 2014 | By Tessa Norman

Average profit per adviser rose significantly in 2013. 

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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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Opinion

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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)

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Phil Young: Crunching the numbers on adviser profits

17 April 2014

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

Comments (2)

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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)

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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)

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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)

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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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Analysis

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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

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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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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)

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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

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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

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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.

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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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