Threesixty has launched a stand-alone company, IFA Marketplace, to help firms find buyers. The platform aims to introduce IFA firms to potential buyers or merger partners. Threesixty predicts that 30 per cent of IFAs will merge over the next five years.
Lloyds Banking Group says Halifax and Lloyds TSB will remain the dominant brands on the high streets of England and Wales after the proposed merger goes through in 2009.
To the 6,000 ARs who were working for Prudential back in 1991-93, I owe you an apology. Actually, I should only apologise to the several hundred people who came on the asset allocation training courses I ran for Pru but I know the training material was copied and widely used by others.
Mortgage lending dropped once again in October, with approvals down almost three-quarters.
Neptune Investment Management is looking at the possibility of acquiring certain New Star assets.
By Mark Martin, manager of the Neptune UK Mid Cap Fund, and Scott MacLennan, manager of the Neptune UK Opportunities Fund H1 2014• Equity markets continued to show strength: despite a strong rally in 2013 driven by a market-wide re-rating, equity markets continued to generate positive returns for investors. Economic activity continued to be stimulated […]
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Knowledge of how the tax relief rules work for corporate losses will add considerable value to an adviser’s proposition Financial planning tends to focus on situations where there is available capital or income – very possibly created from business profits for SME owner-managers. But sometimes businesses make losses, and an awareness of how the tax […]
Close Brothers Asset Management saw net inflows jump 43 per cent to £1bn year-on-year, from £757m in 2017. The business released its preliminary results for the 12 months to 31 July today. Close Brothers says the strong inflows were delivered by its own advisers and investment managers, as well as third party advisers. Coventry-based Adrian […]
The Financial Ombudsman Service has told Tenet to compensate a client for its failure to give timely advice that resulted in an annual allowance charge of around £14,000. In the ruling, Mr T was a client of Tenet Connect, Tenet’s network of advisers, who found he was under threat of redundancy and made an appointment […]
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