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      European equities: How to stay in sync with the cycle and prepare for recovery

      Our expert panellists on Investment Week’s latest webinar will discuss how investors in Europe should best position themselves for the new economic cycle, which is likely to have very different characteristics from the last.

      • Date: 04 Mar 2021
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      Fund Selector Briefing: Channel Islands 2021

      This interactive briefing will bring together senior investment professionals involved in the fund selection process from across the Channel Islands to hear from and question leading fund managers covering a range of asset classes.

      • Date: 04 Mar 2021
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      Funds to Watch Conference - March

      The Funds to Watch series from Investment Week allows sponsors to show-case up and coming or evolving funds and managers to some of the most influential fund selectors in the UK.

      • Date: 09 Mar 2021
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      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 10 Mar 2021
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      The ETF Evolution

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      A bet on the UK bounce back

      David Cumming, Aviva Investors' chief investment officer for equities, last year witnessed turbulent times for UK equities but he remains positive about the market in which he has a personal as well as a professional stake.

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  • Trending
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Adviser / Broking

Scottish advisers overwhelmingly reject independence - poll

Scottish advisers are overwhelmingly against an independent Scotland, according to figures from a Personal Finance Society (PFS) poll.

  • Investment
  • 09 September 2014
Raymond James cements return to profit

Advisory and wrap business Raymond James Investment Services has consolidated its return to profit, generating almost £235,000 in 2013.

  • Platforms
  • 21 August 2014
Aegon distances itself from executive's direct plans

Product provider Aegon has distanced itself from a view attributed to its head of marketing that advisers have been "disintermediated" and that its future lies in direct relationships with consumers.

  • Platforms
  • 19 August 2014
Financial adviser who preyed on the bereaved jailed for £85k theft

A financial adviser has been jailed for five years for stealing a total of £85,000 from his victims in a theft campaign targeting the elderly and the recently bereaved.

  • Adviser / Broking
  • 19 August 2014
IFAs on the hook for collapsed £60m offshore investment scheme
IFAs on the hook for collapsed £60m offshore investment scheme

UK IFAs are among hundreds of creditors facing severe losses in a £60m investment scheme marketed as low risk but "tainted with illegality", according to the firm's liquidators.

  • Property
  • 15 August 2014
IFA leaves Intrinsic over pressure to go restricted

An IFA has left network Intrinsic after he felt he was being nudged towards adopting a restricted proposition following its takeover by Old Mutual.

  • Adviser / Broking
  • 07 August 2014
Bellpenny to buy Skipton's £900m wealth arm Torquil Clark

Skipton Building Society is to sell its advice arm Torquil Clark to national wealth manager Bellpenny for an undisclosed sum.

  • Advisory
  • 05 August 2014
First major Keydata lawsuit filed against US brokerage

The first significant lawsuit from the Keydata scandal has been issued against US-based brokerage CRT Capital, according to the Financial Times.

  • Adviser / Broking
  • 30 July 2014
Payday lender Wonga to pay £2.6m for sending out fake legal letters

Wonga, the UK's largest payday lender, has been forced to repay £2.6m to customers by the Financial Conduct Authority (FCA) after the regulator found it sent fake legal letters to borrowers.

  • Adviser / Broking
  • 25 June 2014
Towry agrees £70m refinancing package

Wealth manager Towry has agreed a £70m refinancing deal which will reduce its cost of capital and give it cash for acquisitions.

  • Adviser / Broking
  • 06 May 2014
Fisher to exit Towry as former Pru chief takes over

Towry's chief executive Andrew Fisher is to leave the firm, with former Prudential UK chief Rob Devey to take over the role.

  • Adviser / Broking
  • 16 April 2014
Adviser fees down 19% after fee block realignment

Financial advisory businesses will contribute £68m to the Financial Conduct Authority's funding requirement for 2014-2015, a near-19% reduction on last year following a re-working of the regulator's fee blocks.

  • Adviser / Broking
  • 31 March 2014
Advice trespass fears stunting D2C platform market

Ensuring direct-to-consumer (D2C) platforms do not stray into advice has become an "obsession" that is ultimately stunting innovation, a report has concluded.

  • Platforms
  • 11 March 2014
Skandia platform profits rise to £13m in 2013

UK platform Skandia has reported profits of £13m in 2013, up from £2m in 2012, after net inflows of over £2bn last year.

  • Platforms
  • 28 February 2014
Private equity firm takes majority stake in Succession

A private equity firm has bought a majority stake in national financial advisory business Succession.

  • Adviser / Broking
  • 28 January 2014
R C Brown raids Rowan Dartington senior team

Bristol based discretionary investment firm, R C Brown Investment Management (RCBIM) has recruited the team that managed the ‘Signature' investment proposition for Rowan Dartington.

  • Adviser / Broking
  • 21 November 2013
Network forced to pay redress over UCIS advice to WW2 veteran

Network Pi Financial has lost another case at the Financial Ombudsman Service (FOS), this time over advice one of its appointed representatives gave to a World War II veteran to invest £90,000 in an unregulated collective investment scheme (UCIS).

  • Adviser / Broking
  • 08 November 2013
Ex-Prem footballer turned 'financial consultant' declared bankrupt
Ex-Prem footballer turned 'financial consultant' declared bankrupt

Former Charlton Athletic FC footballer Richard Rufus, who later began a career as a 'financial consultant', has been declared bankrupt.

  • Adviser / Broking
  • 05 November 2013
Investors pursue two national IFAs over 'faulty' advice on CI payout

A couple is pursuing national IFA firms Positive Solutions and 2plan Wealth Management for what they claim was negligent advice to invest in high risk unregulated investments - including using money they had received from a critical illness (CI) payout....

  • Adviser / Broking
  • 10 October 2013
IFA pushed into administration over £1.5m Arch cru liabilities

IFA Willow Financial has been forced into administration over £1.5m in liabilities relating to its Arch cru advice - but has been bought back by some of its former partners at a knock-down price, and they won't be footing the bill for claims.

  • Adviser / Broking
  • 07 October 2013
More than half of advisers say RDR transition was 'smooth'

More than half of advisers (53%) have found the transition to the Retail Distribution Review (RDR) either smooth or very smooth, according to research published today.

  • Adviser / Broking
  • 19 September 2013
RSM Tenon appoints administrators; suspends shares
RSM Tenon appoints administrators; suspends shares

RSM Tenon has appointed administrators and has suspended its shares following an announcement this morning a proposed takeover deal by Baker Tilly has fallen through.

  • Adviser / Broking
  • 22 August 2013
RSM Tenon says debts likely to lower Baker Tilly offer

Advisory and accountancy group RSM Tenon has conceded that, should an offer for the business be forthcoming from Baker Tilly, its high debts mean "minimal value, if any" will be attributed to its issued share capital.

  • Adviser / Broking
  • 16 August 2013
Long-stop petition reaches 2,098 signatures

Adviser support group Tenet's petition asking the government for a long-stop for financial advice complaints has reached 2,098 signatures in only ten days.

  • Adviser / Broking
  • 13 August 2013
123

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A recipe for disaster? 'Coiled spring' bond market falls 'just the beginning', experts warn
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Troy's Francis Brooke to step back from fund management
Troy's Francis Brooke to step back from fund management
PIMCO promotes Kimberley Stafford to global head of product strategy group
PIMCO promotes Kimberley Stafford to global head of product strategy group
ShareAction report: Asset managers to face more scrutiny on ESG issues
ShareAction report: Asset managers to face more scrutiny on ESG issues
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