00:01 | 13 Aug 2008
| By
Richard Harris
A high court injunction to prevent former UBS employees from bringing clients and staff to their new wealth management firm Vestra Wealth could end up sidelining clients’ interests.
00:01 | 16 Jul 2008
| By
Michelle McGagh
To sell-up or not to sell-up many advisers are now asking themselves. But before such a question can be asked the way needs to be prepared for any potential sale. So just how prepared are most advisers?
00:01 | 25 Jun 2008
| By
Daniel Grote
Dennis Hall has revamped his fee-charging structure by offering a flat fee model, just months after he employed charging based on a client's total net assets.
07:00 | 16 Jun 2008
| By
Michelle McGagh
The regulator will chair a working party that will test proposals put forward by the industry to create a single professional framework.
12:05 | 28 May 2008
| By
Daniel Grote
Advisers who simply ask their clients to provide them with referrals are getting it wrong, claims new US research which says presenting a clear proposition to clients is the route to existing clients' friends and colleagues.
09:27 | 27 May 2008
| By
Michelle McGagh
Adviser support for the retail distribution review has shot up in the past seven months, particularly among fee-based financial planners, new research from NMG shows. But nearly a quarter of advisers say they will quit as a result of the push for higher qualifications.
14:36 | 19 May 2008
A quarter of advisers report growing interest in green investments, but the vast majority say information is inadequate or hard to come by
00:01 | 13 May 2008
| By
Michelle McGagh
Advisers believe the calibre of skilled graduates is dropping, and things look set to worsen with 80% in a recent poll saying demand for professional qualifications will increase in the next five years.
13:24 | 28 Apr 2008
| By
Michelle McGagh
The government’s decision to bow to backbench pressure and offer compensation to low earners hit by the abolition of the 10p income tax starting rate has divided opinion among readers of Citywire.
00:01 | 17 Apr 2008
| By
Tom Brown
Banks and wealth managers are moving to target the 1.1 million expat Indians in the UK worth about £100 billion because the notion they prefer to invest in their native country is overplayed, a new study says.
09:00 | 15 Apr 2008
| By
Michelle McGagh
The Edinburgh Declaration's decision to develop one single body has met with approval from New Model Adviser readers, but the majority beleive that the four boards involved should merge.
17:01 | 09 Apr 2008
| By
Michelle McGagh
HSBC Investments research shows that more advisers would use offshore funds if they could access them through platforms.
09:30 | 12 Mar 2008
| By
Lauren MacGillivray
Count yourself lucky if you are a financial adviser in the South East being serviced by JPMorgan Asset Management for investment planning.
16:19 | 03 Mar 2008
| By
Gavin Lumsden
(Updated with graphs) AXA UK chief executive Paul Evans is considering further integration of AXA and Wintethur's IFA-facing staff in a bid to cure the group's service problems. The new Citywire Service Index has revealed major problems at Prudential and Norwich Union although the Hartford and Skandia are ranked highly by advisers for their service standards.
Total pages: 1