Former IFA Association director general Garry Heath is to launch a new adviser trade body, Money Marketing can reveal. The trade body will be open to wealth managers and independent and restricted advisers, and is set to launch next month. Heath says there is a “considerable team” behind the organisation. He says: “We are going […]
Sesame is to close its Financial Adviser School and is consulting with staff affected by its decision to scrap its investment advice network. In March, Sesame Bankhall Group announced it will no longer operate as a network for investment advisers as part of a fundamental overhaul of the business. In an update to members today, […]
The mortgage advice industry is now in far better shape than it was just a few years ago but when it comes to innovation I cannot help feeling it is the poor relation compared with the investment advice market. There is far less competition in terms of leading-edge solutions to meet consumers’ needs. While investment […]
To help you to keep up with the fundamentals of tax, retirement and financial planning, try answering these questions.
By Neil Jones, Canada Life Investing through international providers has grown in popularity over recent years as investors seek out the benefits of gross roll-up and the wider range of investment options that can be available. When considering a recommendation for a lump sum investment, not only does the adviser have to select a suitable tax wrapper […]
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