Baigrie Davies has appointed head of financial planning Ian Howe to take over managing director Tom Baigrie’s role to allow Baigrie to focus more on Lifesearch. Baigrie will continue to oversee Baigrie Davies and the adviser firm will also be launching a wrap platform with Standard Life.
Many IFAs are now considering how wraps or platforms can be used at the core of their business to improve efficiency, profitability and the service on offer to their clients but how will this work in practice, given the current regulatory environment?The concept of independent financial advice dates back to polarisation, which was introduced in […]
Historically, private client stockbrokers have provided specialist investment services to wealthy individuals while IFAs have made general financial planning services available to the mass market. Although stockbrokers have long been perceived as part of the professional elite alongside solicitors and accountants who charge fees for their services, IFAs have struggled to shake off their image […]
Sales director Verdin says training is only way to close protection gap.
Baigrie Davies has appointed a new managing director to replace Tom Baigrie who will continue to oversee the adviser firm but will concentrate on the day-to-day running of sister firm Lifesearch.Currently head of financial planning at Baigrie Davies Ian Howe will be taking up the role of md and will be reporting to Tom Baigrie.Howe […]
Picking stocks with strong balance sheets has helped Mark Page find growth – and avoid carmakers – for the Artemis European Opportunities Fund.
- Top trends
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]
The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]