Aifa has appointed Tracy Elwick as its new director of public relations and marketing responsible for enhancing the profile and reputation of the trade body across the industry.
FSA assurances on platforms
Platforms are potentially a good thing for financial planning businesses but there are some risks that need to be monitored, the FSA has told the IFP.Spokesman for the retail policy division Rory Percival spoke at the IFP conference in Manchester last week and reassured advisers that the regulator understands the benefits of platforms and how […]
After eight
Barclays has introduced an income investment paying 8 per cent a year over a five-year period or up to 55 per cent growth. The income investment is ideal for those with equity Isas nearing retirement who do not wish to take much risk.
The generation game
Paul Wright, investment management director for Zurich, considers the changing face of inheritance tax and says advisers should view estate planning as one of their priority areas for clients
A&L makes a saving
Alliance & Leicester
Two-Year FeeSaver Tracker
US loan growth is not painting a pretty picture for the US economy
Written by Mike Riddell One of the current big debates in global financial markets is whether investors should believe ‘hard’ rather than ‘soft’ data, where the usually reliable business and consumer surveys have been suggesting strengthening in global growth momentum for some time now, while the economic data that feeds through into the Gross Domestic […]
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Carl Lamb: Will the advice sector still exist in five years’ time?
I have recently completed training to become a certified money coach: it is an area we are developing to complement our traditional advice service. One of the exercises is to imagine you are floating in a small boat through time. We ask you to consider where you want to land and what you might find […]
Quilter to offer Level 6 qualification through adviser school
Quilter Financial Adviser School will now offer the Level 6 Advanced Diploma of Financial Planning as part of new offerings announced as it rebrands. Formerly called the Financial Adviser School, QFAS will offer the Level 6 qualification to the whole of market. The first cohort for the Level 6 programme began last week and includes […]
SJP directors increase stake in company
Two directors at St James’s Place have increased the shares they own in the company. SJP investments managing director David Lamb and partnership managing director Ian Gascoigne have both bought £8,996 worth of the company’s shares, according to a London Stock Exchange notice. Lamb and Gascoigne bought 993 ordinary shares of 15p each at a price of […]