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Paradigm Norton buys two firms

Bristol-based adviser Paradigm Norton has acquired Torquay-based firms David Jones Financial Planning and Hooper and Wollen Financial Planning, taking its staff levels to 32.

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Ions in the fire for multi team

Liontrust’s new chief executive John Ions is keen to add a multi-asset, multi-manager team to the group, saying IFAs are increasingly outsourcing asset allocation work ahead of the retail distribution review. He says he would consider hiring a multi-manager team, provided it is in a position to gather assets quickly, or he may even buy […]

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‘Chartered brand to gain dominance’

Personal Finance Society president Eddie Grant says the chartered brand will replace the independent label as the premium level of financial advice in the eyes of consumers. Grant, who is a wealth solutions sales manger at Zurich, was appointed as PFS president at the body’s annual conference in Coventry this week. He says the chartered […]

Strategic model for Barclays ETF funds

Barclays Wealth has launched its global markets proposition of five risk-rated funds that invest exclusively in exchangetraded funds. It says the UK-domiciled Oeics offer ultra-low fees and tap into the trend in the IFA market towards outsourcing asset allocation work. This is Barclays Wealth’s first foray into running open-ended funds, having previously only offered structured […]

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On the transition trail

Adviser Evolution assembled a steering committee of advisers in various stages of RDR-readiness and asked about their biggest issues in transition which formed the basis for the First Business Transition round table in conjunction with the Money Marketing Academy

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