13:06 | 21 Aug 2008
| By
Dylan Lobo
Fleming Family & Partners (FF&P) has posted a 14% jump in profits and is reviewing its multi-manager services following the changes to the UK capital gains tax regime.
00:01 | 21 Aug 2008
| By
Michelle McGagh
A new director at the Leeds-based firm will help it find more wealth management clients and forge links with accountants and solicitors.
00:01 | 21 Aug 2008
| By
Daniel Grote
A Northumberland-based adviser helps raise £5,000 for a local charity for children diagnosed with cancer
00:01 | 21 Aug 2008
| By
Michelle McGagh
Rob Arnold has figured out how to maintain a constant stream of new business – set up a second media business next door
10:48 | 20 Aug 2008
| By
Michelle McGagh
A Barnsley-based sole trader has been banned from holding a senior management position for failing to monitor his pension transfer specialist and exposing clients to unnecessary risk.
09:30 | 19 Aug 2008
| By
Daniel Grote
The managers of Cru’s Investment Portfolio will publish reports on the fund’s underlying ‘cells’ for the first time next month, amid adviser concerns about a lack of disclosure.
00:01 | 19 Aug 2008
| By
Dylan Lobo
The influential Compeer report shows the UK wealth management industry managed to post a 10% rise in assets under management despite the tough conditions in the second half of the year.
00:01 | 19 Aug 2008
The Institute of Financial Planning (IFP) is struggling to drum up support for its inaugural Financial Planning Week in September, with only six advisers offering to run regional events.
00:01 | 19 Aug 2008
| By
Richard Harris
From loss-maker to the largest independent publicly-quoted IFA in the UK, Lighthouse Group has come a long way under the chairmanship of David Hickey. He talks about his plans following the merger with rival Sumus.
00:01 | 19 Aug 2008
| By
Edward Lander, Maryrose Fison
Money Portal has denied a suggestion by business analyst Plimsoll that it and other nationals are focused on sales at the expense of profits.
15:44 | 18 Aug 2008
| By
Richard Harris
The Money Portal advisers will benefit from Barrie & Hibbert's risk modelling capability under a new partnership, which chief operating officer Andrew Firth said was a step towards a 'market-leading' research offering.
13:27 | 18 Aug 2008
| By
Dylan Lobo
Barclays Wealth has expanded its Edinburgh arm through the hires of discretionary investment managers James Osborne and Cherie Hamoudi from Turcan Connell.
11:22 | 18 Aug 2008
| By
Richard Harris
The national IFA has begun a 'new drive' to strengthen its Midlands foothold with the relocation of its Birmingham staff to new offices.
11:09 | 18 Aug 2008
| By
Richard Harris
Barclays has recruited James Osborne and Cherie Hamoudi to its investment management division, as the firm seeks to grow its Scotland presence.
12:34 | 15 Aug 2008
| By
Nicholas Paler
Sir Richard Branson has launched a broadside at rivals British Airways, American Airlines and Iberia, claiming a transatlantic tie-up between the three will harm customers.
10:16 | 15 Aug 2008
| By
Nicholas Paler
Schroders has warned investors in its £1.4 billion Exempt Property Unit Trust that it will charge a redemption penalty of up to 25% if they sell their holdings during the current downturn.
09:30 | 15 Aug 2008
| By
Iain Martin
Former commando Richard Hill is opening a new front for Monmouthshire Independent Financial Advisers in Spain.
00:01 | 15 Aug 2008
| By
Michelle McGagh
Chartered financial planner Filip Slipaczek is worried that Wesleyan Assurance may be trying to take his client and has also hit out at the firm’s poor administration.
00:01 | 15 Aug 2008
| By
Richard Harris
The axing of 600 jobs by Friends Provident this year has meant that Concept Financial Planning has had rich pickings when it comes to employing new staff
10:59 | 14 Aug 2008
| By
Dylan Lobo
The UBS and Vestra Wealth saga took another twist today after discretionary fund managers David Guild and Keith Merrick opted to remain with the Swiss bank rather than join the start-up firm.
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