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Aegon sets date for Cofunds advised clients move

Cofunds’ advised clients will move to the new Aegon platform over the first May Bank Holiday, with the new platform expected to be up and running by 8 May, Aegon has confirmed. Around 400,000 customers will be moved to the new platform over that weekend. Aegon completed the first stage of moving Cofunds customers onto […]

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Nick Kelly: Take social media seriously to attract new clients

When starting a new IFA practice five years ago, I assumed self-employed advisers would be self sufficient in the new business department. We instead focused on research, infrastructure and paraplanning, sales process, chartered status, client communications and so on. But while this was all very laudable, it was a waste of time. As a start-up, […]

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