Business & Development
-
Cantor Fitzgerald follows wealth manager Mattioli Woods
Cantor Fitzgerald has initiated coverage on wealth manager Mattioli Woods. In the firm’s first research note on Mattioli Woods, financials analyst Keith…
-
“Combined this would all create a stronger industry, which is better for the industry and consumers, although not every firm in the ecosystem today.” Daniel Godfrey.
Co-founder at The People’s Trust Daniel Godfrey on the FCA’s Asset Management Interim Review: “The FCA has proposed a combination of sunlight…
-
Bankfield goes to Fairstone
Leicester-based Bankfield Financial Advisers has signed up to Fairstone’s downstream buyout programme. Bankfield, which was founded by Naren Naik in 1993, offers…
-
IPO off as Ascot Lloyd blames low investor interest
The planned IPO for financial advice firm Ascot Lloyd has been pulled due to lack of interest from investors and a worried…
-
UK Equities – Where next? It’s been an exhilarating ride since the summer, but can it continue?
IFA Magazine has been asking the experts Yes, the strength of the UK stock market since this summer’s EU referendum has been…
-
M&A activity to step-up in IFA sector as industry continues to consolidate
Most advisers believe that M&A activity amongst small firms will continue to increase over the next two years. The findings come from…
-
Standing tall together – Steve Martin, CEO of Smart Financial Planning and CISI member
“The purpose of the IFP was all about increasing the profile of financial planning and also about growing the profession for the…
-
Standing tall together – Marlene Outrim, Managing Director of Uniq Family Wealth, and member of the former CISI accredited firms’ committee
“There was a mixed response from the membership as news about the merger emerged last year. Many were worried that we would…
-
Standing tall together – Phil Billingham, Director, Perceptive Financial Planning and CISI member.
“Whilst it is fair to say the first year of the merger has been one of transition, it is easy to overlook…
-
Standing tall together – Jacqueline Lockie, Deputy Head of Financial Planning, CISI
“It has been a very active year since the merger”, says Lockie. “Prior to the arrival of Campbell Edgar as Head of…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
