This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies. Find out more here.
X
MM-Cover-Small-210814.jpg

Advisers

News

Scissors-Cut-Tailor-Measure-Measurement-700.jpg

Vanguard slashes trackers fees by as much as 50%

28 August 2014 11:04 am | By Pamela Morris

The firm has also reduced ongoing charges across a number of ETFs and its full range of LifeStrategy funds.

Telephone-Phone-Business-Finance-General-700.jpg

Reyker saga continues with direct calls to advised clients

28 August 2014 9:52 am | By Tessa Norman

Firm accused of soliciting advisers’ clients. 

Boardroom-Business-Chair-Executive-Corporate-700x450.jpg

Caerus operations head to step down

28 August 2014 9:52 am | By Michael Glenister

Former Honister Capital employee services director Lynn Smith to leave Caerus in November. 

Scotland-Scottish-Flag-700.jpg

200 businesses sign Scottish 'Yes' vote letter

28 August 2014 8:48 am | By Pamela Morris in Edinburgh

The letter comes after business leaders who support staying in the UK wrote their own letter stating that Scottish independence would be bad for business.

Comments (2)

Business-Handshake-Meeting-Deal-Low-Angular-700x450.jpg

James Hay parent sells Irish advice arm for £10.8m

28 August 2014 8:42 am | By Sam Macdonald

Deal consists of initial sum of £9.2m and a deferred £1.6m based on revenue and combined business.

Mario-Draghi-700x450.jpg

ECB appoints BlackRock to advise on bond-buying

28 August 2014 8:28 am | By Sam Macdonald

BlackRock’s advisory arm will aid the ECB in designing a programme to buy asset-backed securities to ease credit conditions in the eurozone.

Simon-Chamberlain-at-Platforum-event-2013-700.jpg

Succession acquires advice firm in £3m deal

27 August 2014 3:24 pm | By Michael Glenister

Consolidator makes tenth acquisition with backing from private equity firm Inflexion.

Money-Notes-Currency-GBP-Pounds-700.jpg

PosSol offers advisers cash advance to cover commission delays

27 August 2014 12:33 pm | By Michael Glenister

Advisers are around £500 worse off in some cases.

Comments (13)

Read more adviser news

Opinion

Michael-Glenister-MM-Peach-700.jpg

Five reasons why simplified advice could be set to fail

27 August 2014 | By Michael Glenister

Do those eyeing an online advice offering face a struggle?

Comments (1)

Reid-Robert-2014-MM-700.jpg

Robert Reid: Pension statements need a big shake-up

27 August 2014

We need to be radical on this, and it is not enough to tinker around the edges.

Comments (1)

Ian-McKenna-MM-peach-700x450.png

Ian McKenna: Would guidance be better as a short-term fix?

26 August 2014

A huge amount of time and money is about to be spent because the Chancellor did not fully think through the implication of the guidance guarantee. 

Comments (1)

Cicutti-Nic-2014-MM-700.jpg

Nic Cicutti: Why Alan Lakey has got it wrong on PPI misselling

15 August 2014

Alan is well-known for his dislike of the FOS, which he repeats at regular intervals.

Comments (28)

David-Shelton-MM-Peach-700.png

David Shelton: Are you a specialist or generalist?

12 August 2014

Deciding whether to specialise or generalise requires analysis of your firm’s capabilities and the attractiveness of each market.

Carl-Lamb-MM-Peach-700.jpg

Carl Lamb: Advisers are in denial over trail switch-off

12 August 2014

Will your advice model become extinct or survive among the fittest?  

Comments (18)

Read more adviser opinion

Analysis

Business-Corporate-Hire-Social-Media-700x450.jpg

Is technology a business opportunity or a threat?

21 August 2014 | By Amanda Newman Smith

Multi-channeled marketing practices are the best way to engage different client segments.

More adviser analysis

Weekly Adviser View

Liversidge-Neil-2014-MM-700.jpg

Neil Liversidge: Don't be afraid to sack mad and bad clients

26 August 2014

My golden rule is that I deal only with clients I like.  

Comments (7)

Pete-Matthew-MM-Peach-320.jpg

Pete Matthew: Gabriel - archangel of misery

26 August 2014

Three hours I have spent wrestling with Gabriel, bringer of despair, who demands pointless information just to keep someone in Canary Wharf in a job.

Comments (17)

Carl-Lamb-MM-Peach-700.jpg

Carl Lamb: Advisers are in denial over trail switch-off

12 August 2014

Will your advice model become extinct or survive among the fittest?  

Comments (18)

More Adviser Views

Kevin_Ronaldson_Bellpenny_2014

Profile: Bellpenny chief Kevin Ronaldson on recent deals and corporate politics

27 August 2014 | By Tessa Norman

Joining the financial advice sector at the age of 21, Bellpenny chief executive Kevin Ronaldson says he was considered something of a rebel

Read more adviser profiles

Most recent comments

View more comments

Trade Body View

Chris-Hannant-MM-Peach-700x450.jpg

Chris Hannant: Govt has shot itself in the foot on guidance

11 August 2014

I applaud the Government’s ultimate policy aim, but in terms of achieving their objective, the latest report looks like shooting themselves in the foot.

Nicola-Kembey-IMA-MM-Peach-700.png

IMA: It’s all about performance (data)

28 July 2014

Which share class should be used as the primary share class to calculate performance data in a post-RDR environment?

More from Trade Body View

Fund Data

Editor's Pick



Poll

Do you think interest rates will rise before the end of the year?

Job of the week

Latest jobs

View all jobs

Most recent comments

View more comments