Business and Development
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New initiative to improve professionalism in financial services
There’s a new initiative to improve professionalism in financial services as three leading chartered professional bodies join forces. The Chartered Body Alliance,…
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PFS recommends every working adult gets IFA
The Personal Finance Society (PFS) is recommending that every working adult should be offered a voucher for a financial health check session…
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AFH buys Devon-based IFA for £1.4m
AFH has acquired Bay Financial Management, an IFA based in Devon, for a maximum price of £1.4m. The amount payable is dependent…
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PLSA welcomes DWP green paper on DB pensions as Hargreaves Lansdown provides commentary
The Pensions and Lifetime Savings Association has welcomed the Department for Work and Pensions Green Paper ‘Security and Sustainability in Defined Benefit…
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APFA warns that ordinary marketing activities of financial advisers must be protected
Although The Association of Professional Financial Advisers (APFA) welcomed the Government’s proposals on the cold calling on pensions transfers, it warned that…
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Financial guidance body should drop ‘advice’ label
The term advice should be dropped from all branding, marketing and communications associated with the formation of the Government’s new single public…
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Chase de Vere recruits specialist medical team
National IFA firm Chase de Vere has recruited a specialist team to work with medical professionals. The seven business development consultants – five…
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New CIO at Tilney
Christopher Godding is the new Chief Investment Officer at financial planning group Tilney. Godding replaces existing CIO Gareth Lewis who is taking…
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Clarion Wealth appoints non-executive chairman
Clarion Wealth, a wealth management specialist based in Cheshire, has appointed Keith Thompson as non-executive Chairman. Thompson has over 50 years’ experience…
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Tilney drops Bestinvest from name
UK financial planning and investment group Tilney Bestinvest has been rebranded as the Tilney Group. Bestinvest goes as the firm marks the…
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