Cofunds and Threadneedle announce long term partnership
Cofunds and Threadneedle are delighted to announce that they have agreed a long term partnership arrangement and both organisations are now working together to plan and deliver their support…
What’s happening
How to build an (IFA) brand
[slideshare id=2557865&doc=howtobuildanifabrand-091122065736-phpapp01] I was privileged enough to be invited to deliver a presentation to a group of independent financial advice (IFA) business leaders last week at an event near Birmingham. The…
Sesame gears up for third annual Symposium
Sesame has finalised the line-up of leading industry speakers ahead of its third national conference, which will take place in Manchester on 1 December 2009 at the iconic Hilton…
Openwork kicks off RDR drive with major upgrade of advice process
Openwork is to transform its advice process and governance framework as part of its three-year plan to prepare advisers for the Retail…
Leeburn Financial Planning joins Nucleus platform
Leeburn Financial Planning, the Northern Ireland based IFA firm has announced it is to join wrap proposition Nucleus. Based in Lisburn, the business specialises in working with other professional firms to…
HEXAM Capital Partners celebrates third anniversary with top-decile performance
Emerging markets boutique HEXAM Capital Partners celebrated its third anniversary on 9 November, with its flagship Global Emerging Markets Fund having delivered top-decile performance over the…
We've glimpsed the future. It looks like this.
Just like the legendary astronomer Nicolaus Copernicus, we have all grown up in an era that has been subject to a dominant model. For Copernicus, it…
Evolution by stealth
Thought visitors to the site may like to read my words of introduction to the event we hosted in South Molton Street yesterday evening. It describes how MRM – and the environment in which our agency…
By Richard Wheat
QE decision makes it clear ‘that’s all for now’, says Ignis' Stuart Thomson
“The Bank of England has provided the final £25bn parcel of quantitative easing and the accompanying statement…
Fund managers set to overhaul fees according to new Skandia Investment Group (SIG) research
Almost two-thirds of fund groups expect the use of performance fees to rise according to research by…
When the protection gap becomes a chasm…
When it comes to describing the disparity between the protection needs and actual cover in place for the lesbian and gay community ‘gap’ doesn’t even begin to do it…
Cofunds beats competitors to highest sales figures of £2.2bn in Q3
Cofunds, the independent platform for financial planning, trumped the competition with phenomenal Q3 sales figures achieving the highest sales in the platform…