Threesixty launches IFP-backed paraplanning forums

by Alex Steger on Feb 03, 2012 at 10:27

Support services provider Threesixty is to kick off a series of paraplanner events next month, launching the first of the year in Chepstow, where cashflow modelling will come under the spotlight.

• 2 Comments

IFA promotes financial advice through community website

by Jun Merrett on Feb 03, 2012 at 10:24

Hampshire-based Encompass Financial Management plans to promote financial advice through a local not-for-profit community website it is setting up.

• 2 Comments

Old Mill strengthens chartered team in Exeter

by Alex Steger on Feb 02, 2012 at 14:40

Somerset and Devon-based IFA Old Mill has boosted adviser numbers after recruiting the fourth chartered financial planner for its Exeter office.

• Leave a comment

Strategic's Stewart recruits ahead of six-day Sahara challenge

by William Robins on Feb 02, 2012 at 14:40

Glasgow-based Strategic Asset Managers is set to embark on a 12-month recruitment drive, while founder and managing director Derek Stewart prepares for a 150-mile desert race.

• Leave a comment

Adviser Workshop: What parts of your business do you outsource?

by Jun Merrett on Feb 02, 2012 at 14:36

Dennis Hall, Brigid Benson and Andy Baker outsource work such as fund research, marketing and mortgage advice to experts to enable them to give their clients a better service.

• Leave a comment

MAS to spend £20m on consumer awareness campaign

by Alex Steger on Feb 02, 2012 at 13:42

The Money Advice Service plans to spend £20 million on a new consumer awareness campaign in 2012/2013.

• 28 Comments

Pensions could solve the UK’s property conundrum

by William Robins on Feb 02, 2012 at 10:31

People often say their property is their pension. It is a phrase covering a multitude of sins. Yet the UK’s love affair with property is showing no sign of ending, so we should look at how property and pensions can live more happily together.

• Leave a comment

WR Financial expands into Scotland with new office

by Michelle Abrego on Feb 02, 2012 at 10:26

Teesside-based WR Financial Management has expanded by opening an office in Glasgow.

• 2 Comments

Adviser Workshop: How useful is technology for client meetings?

by Michelle Abrego on Feb 01, 2012 at 13:11

Ian Roberts, Paul Richardson and Aj Somal favour paper as the least distracting medium for collecting and presenting information in client meetings, with some support from low-profile technology.

• Leave a comment

How to strengthen your client proposition to survive the RDR

by Nick Cann on Feb 01, 2012 at 10:52

Examining the business propositions of adviser firms that have accredited status highlights the key components businesses need to succeed in the post-RDR world, writes Nick Cann, chief executive of the Institute of Financial Planning.

• Leave a comment