View more on these topics

Source Financial joins 2plan

Source Financial, a directly authorised firm with 43 advisers, has joined national IFA 2plan Wealth Management.

Recommended

The kiss of life

The UK life insurance results season generally comes with ups and downs, but this year fears over capital provisions have been causing frenzy on the stockmarkets.

Survey shows hourly rates encourage time-wasting

Adviser charging structures that operate on an hourly fee basis reward inefficiency, according to a new survey.Australian firm Elixir Consulting researched charging structures in the country’s financial advice sector and found that time-based fees are unpopular among IFAs.It says most advisers charge via a job-rate structure or ann-ual retainer amid concerns that hourly charging encourages […]

Twin win

A dual approach to tax-efficient investment and withdrawls can pay off in the search for income

Aviva looking to rationalise fund range

Aviva managing director of retail investments John Clougherty says the firm is likely to rationalise its investment range.He says following the decision to place all funds under the Aviva banner, it makes sense to conduct a complete review of the range at a time when the focus is on costs. He says: “We have 40 […]

Boosting our annuity strategies

Targeting annuity purchase in lifestyle strategies isn’t anything new but we’ve just lifted the bonnet and injected an enhancement shot into the end-point of these solutions. The recent volatility has shot short-term volatility into equity markets and painted a very turbulent backdrop but we’re also equally faced with a stressed fixed interest environment. This can […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com