A number of financial advisers have criticised Cofunds amidst claims that the group keeps IFAs out of the loop and takes control of client assets without securing the authority to do so from the advisers' authority, specifically whenever an investment house closes one of its...
The Chartered Institute for Securities and Investment (CISI) have announced that a record breaking 480 candidates took their level six certificate in Private Client Investment Advice and Management (PCIAM) examination, with 19 distinctions and 106 merits being achieved in the exams....
Argonaut Capital Partners have announced that they are to split from Ignis Asset Management and become a completely independent venture. Comprar Dostinex Online They will follow in the footsteps of Hexam, which did the same thing last year. Ignis will continue to retain a...
An IFA has accused True Potential of backtracking on a buyout scheme that the support services provider had apparently promised would have seen the IFA's business quadruple its recurring income....
Aberdeen Asset Management have announced that they are to become the latest provider to create a training program for IFA's in relation to the upcoming RDR model. They will join forces with the Institute of Financial Planning to provide the new Adviser Intelligence scheme....
A number of financial advisers are urging investors to be cautious when it comes to seeing the currently turbulent market as a good buying opportunity. They are claiming that market is simply too unpredictable to make sound investments after a week of heavy falls and...
The former managing director of MoneySupermarket, Stuart Glendinning, has announced that he will be launching a new protection advice firm alongside some of his former colleagues from the company....
The FTAdvisor is reporting that the TaxPayers' Alliance has criticised the Serious Fraud Office (SFO) over the handling of the investigation into Keydata Investment Services after the SFO admitted it had no record of how much taxpayer money was spent during the investigation....
Traditionally, Accountancy practices have not felt the need to implement Customer Relationship Management (CRM) Systems. However, Informed Training has been speaking to a number of accountants, following the successful joint project where Informed Training along with Ascent Business Support provided the complete solution for our client Howarth Lynch Chartered...
A financial adviser who worked with Friends Life has accused the company of "bullying" him after the provider threatened to bankrupt him over a £140 clawback commission....