Corporate adviser Mackenzie Taylor launches financial planning arm

by Michelle Abrego on Feb 09, 2012 at 14:06

Employee benefits specialist Mackenzie Taylor Benefits Consultants has launched a financial planning division.

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IFA in talks with Fidelity and JPM over execution-only platform

by Michelle Abrego on Feb 09, 2012 at 13:57

Merseyside-based IFA firm LS Wealth Management is in talks with providers as it looks to launch an execution-only proposition by the end of the year.

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Outsourcing advisers dealt VAT blow under draft rules

by Michelle Abrego on Feb 08, 2012 at 07:53

Advisers will have to charge their clients VAT if they offer them an outsourced discretionary fund management (DFM) service

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Paraplanner profile: Kim Bendall of ParaPlanPlus

by William Robins on Feb 06, 2012 at 13:50

Kim Bendall of ParaPlanPlus on how the paraplanning profession is blossoming

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Adviser Profile: Karen Barwick and Colin Dawson are keeping Laurus Associates in good shape

by Tim Cooper on Feb 03, 2012 at 13:40

In their aim to expand Laurus Associates’ corporate business while keeping a tight rein on the firm, Karen Barwick and Colin Dawson intend to add more support staff rather than taking on more advisers.

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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.

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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.

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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.

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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.

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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.

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