Falcon Group holding company Sumus has announced a 28 per cent increase in turnover for the first quarter of its financial year from 2.6m to 3.3m. The firm now has 133 advisers and says it is reviewing acquisition opportunities.
Friends Provident PR Russell Spink tells us that while he was working at the BBC, he once met Stephen Fry in the Green Room and asked him to call his mum to wish her a happy birthday. Mr Fry kindly obliged, telling his mum: “Hello, it’s Stephen Fry here. Happy f**king birthday.” The gesture certainly […]
Henderson could face a bill of at least 43m for compensating clients of Towry Law International allegedly missold failed, high-risk investments. But the 1,000 clients of the now closed firm are hoping for as much as 80m. TLI is believed to be close to reaching an agreement with the Hong Kong regulator over compensating clients […]
As I mentioned in a recent column, I was against residential property for Sipps because sensible asset allocation was likely to be cast aside.
The Association of International Life Offices is launching a brochure to help UK advisers better understand offshore investment bonds and why they might be suitable for their clients.
Johnson Fleming has partnered with Openwork in order to make its managed auto-enrolment service available to Openwork’s advisers.
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The FCA should not be under the illusion a ban on contingent charging will necessarily improve the quality of advice, an adviser trade body has said. The Personal Investment Management and Financial Advice Association warns any contingent charging ban could have unforeseen consequences. According to Pimfa removing contingent charging could push consumers to either become […]
Michael Klimes looks at the FCA’s increasingly tough stance on Sipp providers and unregulated investments
Technology provider Moneyhub will now use Intelliflo’s application programming interface for its advisers. Integration onto the API will allow for advisers to access real-time information of client’s managed pensions and investments. Advisers will also be able to link investments they manage and see clients’ spending and savings patterns. The Big Interview: Moneyhub chief executive on […]