James Hay has restructured its IFA broker operations, with Shaun Sandiford and Damien Conway taking over the South and North respectively in a move that sees the former role of Stefano del Federico, who resigned this month, split into two.
Aegon Asset Management is revamping its image to boost brand awareness as a follow up to the wider rebranding of the Aegon group last August.The rebranding and advertising campaign launched by the Aegon group last year aimed to give more prominence to Scottish Equitable’s parent company Aegon as many consumers appeared unaware that the two […]
Standard Life has come under fire from advisers who feel they are being undermined because the firm is sending their clients information on with-profits directly.But Standard is defending its position, saying it told advisers last December that it would be sending a letter of declaration and two new brochures to clients about the benefits of […]
The FSA will focus on sub-prime and lifetime loans in the second stage of its mortgage effectiveness review.The regulator says it is concentrating on specialised areas where the risk of consumer detriment may be high.It will also look at whether consumers are taking out suitable, good value mortgages and are treated fairly over the life […]
Being the dedicated adviser to the employees of local businesses will boost your reputation and grow your firm Taken at face value, the roles of financial planner and HR officer may not appear to have much in common. Yet, the two can dovetail perfectly in some situations. The most obvious benefit is when it comes […]
Advisers must be able to trust their discretionary fund manager as decisions that backfire could still be the advisers’ responsibility, experts say. In the latest edition of Money Marketing’s series of live debates, MM Wired, gbi2 consulting director Graham Bentley, Signpost Financial Planning chartered financial planner Nigel McTear, Charles Stanley senior investment manager Will Walker-Arnott […]