Latest News
Sanlam buys Twickenham-based IFA’s client bank
Financial planning firm Sanlam Private Wealth buys client bank of IFA firms Camilleri & Associates.
Money Advice Service plans ‘tailored advice’
Website overhaul in July to focus on advice for individuals, including opt-out guidance
Financial Adviser School blog II: Jessica
The second in our series of blogs from Sesame Bankhall Group’s Financial Adviser School students.
Positive Solutions picks Brightstar
Positive Solutions has appointed Brightstar Financial, the national intermediary hub for specialist lending, as partner of choice for its IFA...
Turner puts April 2013 as his cut-off date
Lord Turner’s departure date from the world of financial services regulation has been confirmed as April next year.
Stock exchange closure leaves two IFAs hanging
The recent closure of the Plus stock exchange has called into question the future of two IFA companies who were listed on it.
Analysis & Opinion
Hammering out a better deal
Auctions typically benefit sellers, but there are things buyers can do to mitigate the disadvantages
Advisers, not the FSA, should be spreading the RDR word
Education on rules will serve little purpose, but focusing on the finer points of regulation could reap rewards.
AFH joint venture looks to make Welsh inroads
National IFA firm AFH has entered into a joint venture with a large accountancy firm as it seeks to expand its advisory offerings in Wales, the...
Raising the bar with new advisory firm standard
The British Standards Institution has unveiled a new standard for advisory firms, BS 8577:2012.
Recent Articles
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May 25, 2012Sanlam buys Twickenham-based IFA’s client bank
Financial planning firm Sanlam Private Wealth buys client bank of IFA firms Camilleri & Associates.
-
May 24, 2012Money Advice Service plans ‘tailored advice’
Website overhaul in July to focus on advice for individuals, including opt-out guidance
-
May 24, 2012Financial Adviser School blog II: Jessica
The second in our series of blogs from Sesame Bankhall Group’s Financial Adviser School students.
-
May 24, 2012
Positive Solutions picks Brightstar
Positive Solutions has appointed Brightstar Financial, the national intermediary hub for specialist lending, as partner of choice for its IFA...
-
May 23, 2012Turner puts April 2013 as his cut-off date
Lord Turner’s departure date from the world of financial services regulation has been confirmed as April next year.
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May 23, 2012Stock exchange closure leaves two IFAs hanging
The recent closure of the Plus stock exchange has called into question the future of two IFA companies who were listed on it.
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From Investments| May 23, 2012Advisers warn of IFAs selling Ucis to ‘ordinary’ investors
IFAs have warned that unregulated collective investment schemes are still being promoted by UK advisers to investors - and some advisers - who do...
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May 23, 2012
Open Sesame is key to IFA career path: student
The exams may be tough but the opportunities for new financial planners are exciting, Jessica Brundle, an aspiring IFA, has said.
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May 23, 2012Guide to picking a network - part 1
Price used to be key to picking a network but this has changed significantly in recent times.
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Analysis | May 23, 2012
Hammering out a better deal
Auctions typically benefit sellers, but there are things buyers can do to mitigate the disadvantages
