IFA
Wealth managers
Advisers "substantially underestimate" the threat from direct to consumer (D2C) businesses and are "over optimistic" about future revenues post-Retail Distribution Review (RDR), according to a wide ranging study by Cass Business School.
18 July 2013
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Economics
Fidelity Worldwide Investment has cut a number of jobs across its IFA sales team, Investment Week can reveal.
20 May 2013
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Investment
Darwin Investment Managers has launched a model portfolio service comprising three funds managed by multi-asset veteran David Jane.
07 May 2013
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Adviser / Broking
Len Warwick, who has been described by colleagues as a "pioneer" of professionalism and treating customers fairly (TCF) in financial services, has died aged 68.
29 April 2013
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Platforms
Stirling House Financial Services is launching five new fund of funds aimed at private clients, to be managed by Sarasin & Partners.
10 April 2013
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Wealth managers
The Financial Services Authority (FSA) has clarified that advisers who only advise on passive investments do not meet the requirements needed to call themselves independent.
14 February 2013
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Wealth managers
Legacy trail commission may create a "moral hazard" in which advisers encourage investors to stay in investments longer than they should, analysts at Barclays have warned.
06 February 2013
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Adviser / Broking
National wealth manager, Bellpenny, has acquired Monmouthshire Independent Financial Advisers (MIFA), a subsidiary of Monmouthshire Building Society.
17 January 2013
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