IFAs / Other professionals

Discretionary management offers room for negotiation

Research by independent financial research company Defaqto dispels the myth that only very wealthy clients can be considered for a discretionary managed service

News from Defaqto Ltd, Jun 3, 2010

Defaqto launches new SIPP survey for IFAs

A new survey exploring IFAs' opinions of the SIPP market has been launched this week by independent financial research company Defaqto.

News from Defaqto Ltd, May 27, 2010

Standard Life Wealth boosts team with nine new appointments

Standard Life Wealth, the investment and wealth management specialist, has recruited nine people from Lloyds Private Banking Limited in a drive to grow the business over the next 12 -18 months.

News from Standard Life Bank, May 24, 2010

Defaqto publishes a free guide to discretionary management

Independent financial research company Defaqto has published a free guide to discretionary management for the intermediary market entitled 'Letting go'.

News from Defaqto Ltd, May 24, 2010

Fidelity International survey highlights investors' demand for advice and guidance

Pan-European survey highlights that British savers and investors are seeking guidance or advice to help them make financial decisions

News from Fidelity International, Apr 28, 2010

Fidelity FundsNetwork announces details of its 2010 Investment Forum on 'Staying Power'

Forum to take place on 21st May in London 6 leading fund groups will be presenting their views Retail Distribution Review breakfast workshop for advisers

News from Fidelity International, Apr 26, 2010

Allianz aids industry standards with broker club programme

Allianz Commercial is pleased to announce the return of its successful broker 'Breakfast Club' programme for 2010.

News from Allianz Insurance, Apr 19, 2010

Funds on platforms top GBP100bn

Financial research company Defaqto's sixth annual report into the platform market announces today that assets under administration

News from Defaqto Ltd, Apr 2, 2010

Four in a row for Standard Life Investments' Harry Nimmo

Leading fund manager, Standard Life Investments today announced that the Standard Life UK Smaller Companies Trust Plc has,

News from Standard Life Investments, Mar 31, 2010

Rapid research for over 5,000 financial products and 21,000 funds

Defaqto Engage now enables financial advisers to quickly assess over 5,000 financial products*.

News from Defaqto Ltd, Mar 11, 2010

Multi-manager cash positions at lowest level for over 18 months

The latest edition of Defaqto's free multi-manager guide shows the increasing confidence of multi-managers in the market, with cash positions being at their lowest levels for more than 18 months.

News from Defaqto Ltd, Mar 4, 2010

Treasury Ministerial Question Time

23rd February 2010, Central Hall Westminster, 11.45-1pm

News from Cicero Consulting, Feb 19, 2010

Majority of intermediaries believe wraps will come within the scope of the RDR

Over half (54%) of advisers believe wrap platforms will be subject to the same 'whole of market' test as investment products

News from Scottish Widows, Feb 15, 2010

Scottish Widows comments on the FSA's intent to take greater supervisory oversight of advisers

FSA to internalise the Professional Standards Board.

News from Scottish Widows, Dec 21, 2009

Using the right tax wrapper can return 161% more to your client, says Fidelity FundsNetwork

New second generation Tax Wrapper Analyser launched Now includes ISA wrapper and 50% tax band Precise TERs can now also be entered

News from Fidelity International, Nov 23, 2009

Scottish Widows recognises talent at IFA Awards

On 23 October 2009 Scottish Widows announced the winners of its annual IFA awards - The Widows.

News from Scottish Widows, Oct 30, 2009

Honister partner with Scottish Widows to fast track qualifications

Recently created and independently owned financial advisory group, Honister Capital,

News from Scottish Widows, Oct 22, 2009

Defaqto Engage enhanced for CTF market

From the beginning of September, the first children to get Child Trust Fund accounts received additional payments worth at least GBP250 from the Government as they reached age 7.

News from Defaqto Ltd, Sep 30, 2009

Barclays Wealth launches new Structured Products Guide

Barclays Wealth has launched an updated edition of its award-winning Guide to Retail Structured Products.

News from Barclays Wealth Management, Sep 28, 2009

Small businesses eye growth with new, free seminars

With around half of small businesses poised to expand over the next 12 months

News from Barclays Group, Sep 25, 2009

Third way myths dispelled by new Defaqto Third Way Guide

Defaqto has published its second free guide to help advisers understand third way products and how they can be used in financial planning.

News from Defaqto Ltd, Sep 14, 2009

IFAs are under pressure to deliver a consistent and audited approach

Defaqto has announced the launch of the latest in its range of educational market guides for IFAs, the 2009 Guide to SIPPs.

News from Defaqto Ltd, Sep 3, 2009

Fidelity FundsNetwork launches re-registration campaign with ?50 per client incentive to advisers

Campaign to run from 7 September - 31 December

News from Fidelity International, Aug 28, 2009

Fidelity International named best pan-European fund management firm at annual 'City Oscars'

Fidelity has topped survey in eight of last nine years

News from Fidelity International, Jun 19, 2009

Academy awarded CII Accredition ahead of new July exam intake

Scottish Widows' Online Academy has been awarded Continuing Professional Development (CPD) Accreditation status by the Chartered Institute of Insurers (CII) for financial planning training.

News from Scottish Widows, Jun 1, 2009

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