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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.

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.

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

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

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.

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.

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.

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.

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.

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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