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Adviser / Broking

Adviser / Broking

National IFA chief calls for end to advice 'middle ground'

Chris Smallwood, the chief executive of Openwork-owned national IFA 2plan, has called on the regulator to crack down on what he said were 'misleading' terms used by some restricted advice firms to describe their services.

clock 03 March 2014 •

Adviser / Broking

Stonehaven signs with Later life Academy

Equity release specialist Stonehaven has been announced as the latest Ambassador of the Later Life Academy (LLA), the recently launched commercial and training organisation for later life advisers.

clock 03 March 2014 •

Adviser / Broking

Old Mutual Wealth buys Intrinsic to add 3,000 advisers to business

Old Mutual Wealth has bought advice network Intrinsic for an undisclosed sum as it continues its growth strategy across a number of channels.

clock 28 February 2014 •

Adviser / Broking

Later Life Academy partners with Equilaw

Later Life Academy (LLA), the just launched commercial and training organisation for later life advisers, has partnered with equity release legal specialists Equilaw.

clock 27 February 2014 •

Adviser / Broking

BIBA 2014 Manifesto

The British Insurance Brokers' Association has launched its 2014 manifesto. Graeme Trudgill outlines its campaign targets

clock 26 February 2014 • 6 min read

Adviser / Broking

Dozen bodies unite to piece together fragmented industry

A dozen financial services organisations have met to discuss their concerns and share their objectives and initiatives in an attempt to "harness the untapped potential of working collaboratively".

clock 25 February 2014 •

Adviser / Broking

Adapt and survive: Advice firms embrace change as pressures grow

What’s driving advisers to change the way they work?

clock 20 February 2014 •

Marketing

Westfield announces roadshows

Westfield Health has unveiled a series of free IFA roadshow dates, in a bid to debunk the myths surrounding health cover and help boost advisers' income.

clock 19 February 2014 • 1 min read

Adviser / Broking

Advisers urged to address latent demand for advice

There is an increasing need to educate the public on the value of face-to-face professional financial advice, according to the Chartered Insurance Institute (CII).

clock 14 February 2014 •

Adviser / Broking

Which advisers picked up an Unbiased.co.uk award?

Anna Sofat, founder of IFA firm Addidi, was named Financial Adviser of the Year at the Unbiased.co.uk Media Awards 2014 at a ceremony in London on Wednesday.

clock 13 February 2014 •
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