Latest News
Newport IFA jailed for defrauding clients out of £250k
Financial adviser from Penarth jailed for nearly four years for fraudulently gaining £250,000 from two clients.
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.
Derek Bradley: Independent, restricted or third way?
Derek Bradley, founder of the PanaceaIFA website, has questioned whether in the debate between restricted and independent advice, there is a third...
Graduate joins Beacon during expansion drive
Beacon Wealth Management has hired a university graduate as an investment administrator as part of ongoing expansion plans.
RDR education ‘campaign should target consumers’
Consumers must be made aware of the retail distribution review or it could undermine the entire advice process, the founder of Almary Green has said.
Castle going for broke after failed purchases
A Hertfordshire-based insurance broker has gone bust after several acquisitions failed to deliver profits, the administrators of the firm have said.
Analysis & Opinion
Podcast to update our clients
Paul Dixon, a chartered financial planner for Belfast-based Census Financial Planning, records a weekly update to keep the firm’s customers up to...
Firing Line: Ian Head
Operating as a successful sole trader post-RDR is entirely possible, according to Ian Head, owner of Berkshire-based IFA Fund Management, except...
Firing Line: Tim Gormley
TMG Financial Planning chief talks about what the RDR reforms mean for his practice.
Firing Line: Mark Bex
You could find a lot of people put off seeking advice and paying upfront fees, says IFA sole trader Mark Bex.
Recent Articles
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From Regulation| May 24, 2012Newport IFA jailed for defrauding clients out of £250k
Financial adviser from Penarth jailed for nearly four years for fraudulently gaining £250,000 from two clients.
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From IFA Industry| 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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From IFA Industry| May 23, 2012Derek Bradley: Independent, restricted or third way?
Derek Bradley, founder of the PanaceaIFA website, has questioned whether in the debate between restricted and independent advice, there is a third...
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Analysis | May 23, 2012
Podcast to update our clients
Paul Dixon, a chartered financial planner for Belfast-based Census Financial Planning, records a weekly update to keep the firm’s customers up to...
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From IFA Industry| May 23, 2012Graduate joins Beacon during expansion drive
Beacon Wealth Management has hired a university graduate as an investment administrator as part of ongoing expansion plans.
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From IFA Industry| May 23, 2012RDR education ‘campaign should target consumers’
Consumers must be made aware of the retail distribution review or it could undermine the entire advice process, the founder of Almary Green has said.
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From Insurance| May 22, 2012Castle going for broke after failed purchases
A Hertfordshire-based insurance broker has gone bust after several acquisitions failed to deliver profits, the administrators of the firm have said.
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May 21, 2012Paradigm appoints group strategy partner
Latest appointment will have oversight of Paradigm’s directly authorised, pensions, mortgages and corporate wrap propositions.
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From IFA Industry| May 18, 2012
Sanlam acquires Bermuda-based investment house
Firm says acquisition will provide clients with access to optimised international equity and bond funds.
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From IFA Industry| May 17, 2012
Northern Ireland braced for IFA firm consolidation
Northern Irish IFA community set for consolidation as many old model one-man-bands will be forced out of industry, David Gibson has said.
