Advisers set to embrace platform technology
A third (36%) of financial advisers plan to direct more business to platforms over the next 12 months, according to a report by Aegon.
IFA
-
-
Chase de Vere acquires medical specialist
Chase de Vere has taken over the financial planning arm of Medical Money Management, expanding its financial adviser network by 30.
-
Survey reveals advisers’ reliance on model portfolios
More than three quarters of advisers use model portfolios according to new research which shines a light on the growing shift towards structured investment offerings.
-
Sanlam expands adviser network with Tavistock takeover
Sanlam UK has taken over Tavistock Financial’s network of 158 advisers adding £1.5bn to its total assets under advice, it announced on Thursday.
-
Ban and fine against former UK adviser network CEO upheld
An appeal by the former chief executive of an adviser network to overturn a ban on having ‘significant influence’ on any regulated activity has been struck down and a fine upheld by the UK’s Upper Tribunal Tax and Chancery Chamber.
-
PA ANALYSIS: St James’s Place – is the criticism valid?
As St James’s Place Wealth suffers another week of grim headlines about its charges and advice model, is now the time for rival IFAs and restricted advisers to win business and clients off what is arguably the market leader?
-
Sharp increase in ISA complaints
There has been a 166% increase in complaints related to sales of ISAs over the last year, according to online wealth manager Moneyfarm.
-
DB to DC shift to drive adviser new business, portfolio size – Survey
Advisers expect the shift from defined benefit to defined contribution funds to drive both the number of new business enquiries and the size of portfolios a new survey shows.
-
Time to stop comparing apples with oranges
Advisers are putting client suitability at risk by picking multi-asset funds simply based on IA Mixed Investment peer group comparisons, says LGIM’s Justin Onuekwusi.
-
Early morning calls and trading the extremes
Putting transparency first and focusing on the long term has served Vestra Wealth well, and in the low-return world to come, it is likely to continue to do so.
-
Brown Shipley adds MPS and multi-asset range to Standard Life’s Wrap platform
Brown Shipley has made its model portfolio service and multi-asset fund offering available through Standard Life’s Wrap platform.
-
One in three IFA owners to retire within 10 years
The wealth management M&A race is set to be ratcheted up a notch with more than a third of IFA owners planning to retire within 10 years.
