IFAs / Other professionals
Latest articles from 'IFAs / Other professionals'
- Multi-manager cash positions at lowest level for over 18 months
- Treasury Ministerial Question Time
- Majority of intermediaries believe wraps will come within the scope of the RDR
- Scottish Widows comments on the FSA's intent to take greater supervisory oversight of advisers
- Using the right tax wrapper can return 161% more to your client, says Fidelity FundsNetwork
News releases from this category
Showing 1-25 of 50 articles
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
1000 brokers now signed up to ARC
Allianz Commercial is pleased to report that over 1000 brokers have now registered to use the Account Reconciliation Centre (ARC), the electronic accounts settlement system.
News from Allianz Cornhill Insurance plc, Jun 1, 2009
Estate Planning Round Up - The changing landscape for legal and financial services in the UK
With Julie Hutchison Head of Estate Planning, Standard Life
News from Standard Life Bank, May 25, 2009
Intermediaries must meet challenge of Banks and Direct Market
Defaqto's first Insight Report into the SME Commercial insurance market warns brokers that they need to meet the challenge of Banks and Direct insurers.
News from Defaqto Ltd, May 14, 2009
Slog the world's best bowlers from your desk!
Ignis Asset Management is offering wannabe cricket legends the chance to compete against the best players in the world -
News from Ignis Asset Management, May 11, 2009
IFAs need platform providers to deliver on core competencies
Defaqto's Platforms and Wraps in the UK 2009 Report underlines the fact that providers in this market need to deliver on core competencies to attract and retain IFA support.
News from Defaqto Ltd, Apr 30, 2009
Defaqto report sees real growth to come in the UK platform market
Defaqto's fifth annual review of the UK platform and wrap market reveals that with the RDR now acting as a catalyst IFAs are now more readily recognizing the benefits of engaging with wrap technology.
News from Defaqto Ltd, Apr 1, 2009
IFAs plan to increase usage of structured products in 2009
Nearly three-quarters of IFAs expect their usage of structured products to increase in 2009, according to a Barclays Wealth survey of more than 240 advisers.
News from Barclays Wealth Management, Mar 23, 2009
Allianz Commercial confirms return of broker programme
Allianz Commercial is pleased to announce that February will see the return of its successful broker breakfast club programme.
News from Allianz Cornhill Insurance plc, Jan 28, 2009
Fidelity and FundsNetwork announce 2009 Adviser Workshops
Workshops hosted at 29 venues nationwide. Running from 2nd - 13th February 2009.
News from Fidelity International, Jan 14, 2009
Adviser business expectations have fallen with outlook to remain bleak,
reveals new 'adviser sentiment index' from Fidelity Fundsnetwork
News from Fidelity International, Dec 15, 2008
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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.
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