Business and Development
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Perfect storm threatening UK investors – Tavistock alerts its financial advisers
Wealth management firm Tavistock Investments recently distributed a Guidance Note to all of its financial advisers highlighting its concerns over what it described…
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Advisers in high spirits about years ahead as they ride wave of opportunity
A bullish state of the sector report has been published which reveals that advisers are in high spirits about the coming years.…
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Investors drift away from large cap funds
Investment Manager at The Share Centre Sheridan Admans examines The Share Centre’s ten top traded funds in August 2017. Admans said: “If…
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Pinch coming, but who’s prepared?
Brits believe that they will be financially worse off in the next three years, but are not discussing their long term financial…
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LinkedIn still top social platform for advisers
LinkedIn remains the top social platform for financial advisers, although Facebook has increased in popularity. So says new research from specialist adviser…
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One-up for human advisers
Here’s some good news for IFAs looking at robo-advisers breathing down their necks: almost three quarters of active investors would trust an…
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New junior ISA from NS&I
NS&I has launched a new junior ISA. It offers a 2% tax-free/AER (variable) interest rate and has a maximum subscription limit of…
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Tilney to acquire Midas book of £162m assets
Investment and financial planning group Tilney is to acquire the assets of Midas Investment, valued at £162m. Established in 2001 and based…
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CISI appoints Carter as second vice chair to CISI IFP Forum Committee as new members needed
The Chartered Institute for Securities & Investment (CISI) has appointed Keri Carter CFPTM, Chartered MCSI, Chartered Wealth Manager and Managing Director of…
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Newell Palmer buys Wright Financial Planning
Wolverhampton based Newell Palmer has made its second acquisition of 2017, acquiring Wright Financial Planning. The deal adds 80 active clients to…
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