Ascentric is teaming up with iShares to host a series of ETF masterclasses.
The classes, open to Ascentric users and non-users, will provide an overview of the ETF market and discuss how they fit in with the current economic climate.
Ascentric head of sales Shaun Sandiford says: “The masterclasses will give IFAs a greater knowledge and understanding of ETFs and provide a tremendous insight into their growing universe.”
Dennehy Weller managing director Brian Dennehy says the death of dividends has been exaggerated.
SimplyBiz is opening up its New Model Business Academy to non-members from today.
West Bromwich is working to put together a £182m rescue package in the run up to the publication of its year end results.
He asked delegates: “Given that what the bulk of what platforms do is to drive efficiencies and support services that advisers provide the customers, why is it that cost of wraps are charged directly to the customer rather then being an overhead to the advisory firm?
Jelf Employee Benefits looks at the issue of paying anaesthetist fees when the patient had no chance to discuss or agree to them prior to care; and provides recommendations for avoiding this scenario.
News and expert analysis straight to your inbox
Sign up
Almary Green, the advice firm led by industry veteran Carl Lamb, is in sale talks with Smith and Pinching Financial Services, Money Marketing understands. One source tells Money Marketing Almary Green staff have visited the Smith and Pinching offices, and that there have been discussions around a merged firm being floated on AIM. The Norwich-based […]
A weekly account of the curious goings-on in the world of financial services Locked out While WSJ correspondents were kept very busy at Money Marketing Interactive in Harrogate last week, there was still plenty of time spent in the bar with industry friends. So came about the story of Aegon director of new business, Martin […]
The FCA is analysing information from 40 firms about their adviser recruitment processes and what quality checks are in place on the advice they give. Earlier this year, Money Marketing revealed that the FCA sent letters to a sample of firms asking about training, competence and hiring records for staff. A Freedom of Information Act request […]