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 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 […]
News and expert analysis straight to your inbox
Sign up
There are growing signs that positive lifestyle decisions taken now could lead to positive effects on mental capacity in later life. Vitality’s Deepak Jobanputra examines the emerging evidence.
Being the dedicated adviser to the employees of local businesses will boost your reputation and grow your firm Taken at face value, the roles of financial planner and HR officer may not appear to have much in common. Yet, the two can dovetail perfectly in some situations. The most obvious benefit is when it comes […]
Advisers must be able to trust their discretionary fund manager as decisions that backfire could still be the advisers’ responsibility, experts say. In the latest edition of Money Marketing’s series of live debates, MM Wired, gbi2 consulting director Graham Bentley, Signpost Financial Planning chartered financial planner Nigel McTear, Charles Stanley senior investment manager Will Walker-Arnott […]