News - Investing in the profession
The financial services industry can learn a thing or two about trust, forgiveness and reconciliation from the departed Nelson Mandela, argues Phil Billingham…
AFH Financial Group has snapped up Welsh IFA AG Financial Planning for £422,000 in what marks its seventeenth acquisition.
IFA network On-line Partnership group has been acquired by US-based asset manager Russell Investments.
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The investment industry is inefficient and in need of a radical overhaul if it wants to meet the needs of an under-served consumer base, Financial Conduct Authority (FCA) board member Mick McAteer has warned.
Consumer groups must give the public a balanced view of financial services or they risk doing large numbers a disservice, Keith Richards believes.
Positive sentiment about the future of the advice industry has returned but the looming skills shortage must be addressed, David Thomson has said.
The financial services sector needs to smash the mould which sees it consistently underperform other industries when it comes to customer service, according to Axa Wealth chief Mike Kellard.
Listed IFA AFH Financial has raised a further £500,000 from private investors for acquisitions, although the firm says it has got not targets in mind.
Restricted adviser network Openwork has put expansion plans on hold shortly after reporting its first ever profitable year, and will instead focus on the quality of its operation.
The Chartered Insurance Institute (CII) has launched a new qualification for staff overseeing investment operations functions.
Insurance products that are marketed and sold through advisers need to undergo radical reform to ensure providers stay competitive in a post commission world, the CEO Aegon has warned.
Thomas Miller Investment has poached Matthew Lonsdale from Psigma to give him the role of head of intermediary business development.
More than a quarter of advisers say their experiences in the period leading up to rule changes introduced following the Retail Distribution Review (RDR) were "the toughest of their lives", a new report suggests.
The coalition government's staggered changes to tax law means advisers can boost their proposition by offering annual tax and pension reviews, according to Standard Life.
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