View more on these topics

Accountants&#39 clients want IFA services, says portal

IFAs could boost their turnover by filling in gaps left by accountants, according to research from small business advice portal Clearlybusiness.

The research shows that of the three-quarters of small businesses that use accountants, 88 per cent use them for their annual accounts and 72 per cent for help with income and corporation tax returns.

But the results also show that only 31 per cent of small businesses are using their accountants for investment and tax advice despite a significant proportion of small businesses&#39 owners saying they would like more help in these areas.

Respondents also said they wanted more assistance with advice on how to sell their businesses or secure additional funding, an opportunity IFAs could target, says Clearlybusiness.


UBS launches three new funds

UBS Asset Management is launching the three funds which will spearhead its entry into the UK retail market on June 30. The funds – the UK select, global optimal and managed fund – will have a 1 per discount off the 4 per cent initial charge for the first two weeks from launch and an […]

Generalists could face delegating investment business

General practitioner IFAs may be pressed in to referring their investment business to manager of manager firms as a result of the Sandler review, according to influential analyst Ned Cazalet. Cazalet, principal of Cazalet Financial Consulting, says the Sandler team is getting industry feedback suggesting that generalist IFAs do not have the time or resources […]

&#39Depolarisation to boost supermarts&#39

Cofunds is reporting sales of more than £500m since its launch 18 months ago and claims support for fund supermarkets will increase further after depolarisation. Research carried out among 6,500 IFAs registered with Cofunds found that RIs are looking for independent and diverse fund supermarkets that will allow them to consolidate clients&#39 funds. It found […]

&#39Slashing protection rates is a competitive illusion&#39

Aegon Individual Protection has slammed rivals which slash product rates to boost short-term market share, claiming these tactics are a competitive illusion which sell IFAs short. Managing director Janet Wyles says companies in the protection market which regularly reprice their ranges to gain a competitive advantage are failing to provide IFAs with relevant products which […]

Johnson Fleming is a finalist at UK Pensions Awards 2016

The UK Pensions Awards shine the light on excellence and recognise the advisers, providers and investment managers that offer the highest level of innovation, performance and service to occupational pension schemes and their members. This year’s awards looked at advisers and providers across 31 different categories and were rigorously judged by a panel of senior […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers. Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and thought leadership.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm