View more on these topics

Berkeley Morgan launches IFA services business

IFA and financial and insurance services provider Berkeley Morgan has launched Berkeley Morgan Xchange, offering intermediaries a programme of compliance, training, agency negotiation, branded websites, IT, design and PR.

The new service also provides corporate advice for companies looking for capital to grow their business or considering market listing.

Berkeley Morgan will get fee income from the services provided and from any distribution of its products.

Berkeley Morgan chairman Jon Pardoe says: “This is an exciting step in our evolution. Over the years we have adopted the right business model and invested significantly in infrastructure.”

Recommended

Walter Merricks

Lives: Highgate, North LondonBorn: June 4, 1945, in East SussexAge: 56Education: Bradfield College, Berkshire and Trinity College, OxfordCareer to date: Director of Camden Community Law Centre, Writer for New Law Journal, Head of Communications at the Law Society, Insurance OmbudsmanCareer Ambition: “Very happy with whatI am doing now, thank you.”Life ambition: “To win the tennis […]

Multi-ties a done deal, claims Bankhall chief

Scrapping polarisation and introducing multi-ties is a done deal, according to Bank-hall, which claims to be better prepared than traditional networks for the new regime.Speaking at Bankhall Inv-estment Associates&#39 annual convention in Monte Carlo, Monaco last week, IFA support services group director Paul Hogarth said the advent of multi-ties is a question of when rather […]

Unwanted Friends

Laurie Dean&#39s client (Money Marketing, September 20) is certainly not alone in being subjected to a plague of invitations to Friends Provident IHT planning (that is, buy a bond) seminars.I have just received the latest of many. Every time this happens, I call them and suggest that reneging on their no cross-selling vows to the […]

Schroders calls for product comparison

Schroders has suggested that IFAs should be required to provide clients with a minimum number of comparable products when recommending investments. It supports a strong independent advice market but advocates a greater degree of regulation.

Is this the endgame for the current mergers & acquisitions boom?

Last year, worldwide mergers and acquisitions (M&A) rose to an unprecedented $4.7tn, according to Thomson Reuters, a 41 per cent increase over 2014. Anthony Forcione, senior equity analyst at Loomis Sayles, an affiliate of Natixis Global Asset Management, looks at what’s been driving this particular wave of mergers. Click here to view full article: Loomis-Sayles

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment