The Women’s Financial Ad-viser Group is gearing up for a new award scheme after rebranding and moving to encompass a wider swathe of the female adviser market.The enlarged awards will include whole of market advisers, multi-tie, tied, mortgage advisers and paraplanners, as well as the original award of best female independent financial adviser. The awards will be presented on January 26 next year. Nominations must be submitted by October 10, with entries closing on October 17. Founder and chairperson Fiona Price says with many male advisers facing retirement in the next few years, women already working in the sector are well placed to advance their careers. She says: “Everyone keeps wondering where the new blood is coming from in our industry. Well, it is sitting in our own offices.” The first winner of the Woman IFA of the Year award, Hornbuckle Mitchell director Viv Belcher, believes the wider categories will allow paraplanners who want to stay in the back-office to gain industry recognition, saying it is not only the advisers who matter. Belcher says: “With the way that the industry has moved, and the changes to the market since depolarisation, this is the obvious way for things to go. For me, the lasting effect was gaining new clients and it has given me a voice within the industry that I had never had before.” Last year’s winner, Heron Hill Financial Management founder and managing director Saran Allott-Davey says: “Entering the award and going through the judging process was a real learning experience.”
Syndaxi Financial Plan- ning director Robert Reid and Nicholls Stevens Financial Services princi- pal Carole Nicholls have been appointed vice-pres- idents of the Personal Finance Society.
Scottish Widows Investment Partnership is targeting the adviser market directly with a series of measures aimed at boosting IFA sales. Swip’s distribution has been done through its sister life company’s salesforce and through a deal with Lloyds TSB private banking. The company is increasing its stand-alone sales team to six staff and is setting up […]
SVM plans to set up a UK alpha fund this month with a go-anywhere mandate in response to market enthusiasm for large-cap stocks. The firm offers a UK opportunities fund run by David Stevenson, investing in small and mid-cap companies with scope for an improvement in value but SVM says it has noticed increasing de-mand […]
The sample was 25 firms – we assume this means insurers, banks, building societies and supermarkets.
In this short video, Head of Multi Asset at Royal London Asset Management Trevor Greetham looks at how to configure portfolios to match different risk appetites, explaining the tools he uses to manage risk. Click here
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