News
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Independent financial advisory fees are subject to VAT after ruling
A recent ruling by the Italian Tax Agency confirms that independent financial advisory fees are subject to VAT and must therefore passed on…
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Making the tax year-end less taxing for advisers – Les Cameron highlights some of the technical support facilities and resources which are available to advisers and paraplanners
As the financial planning profession gears up for its busiest time of year, there are many excellent resources available to help advisers…
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On the acquisition trail with Old Mutual
With 16 firms acquired in the last two years, it’s clear that Old Mutual Wealth Private Client Advisers (OMWPCA) is on the…
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Wealth managers warned
Wealth managers are being warned that they must adapt to keep customers. The stark warning comes after an annual survey by Compeer which…
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St. James’s Place: “Best Financial Adviser”
The Money Pages has announced St James’s Place as winners in the 20th annual Personal Finance Awards, celebrating the best businesses and…
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Advisers increasingly counting on accountant and lawyer referrals to attract new clients – Friday IFA news round-up, the week’s news in a nutshell…
Here’s your Friday IFA new round-up, what you need to know from the industry and the investment communities that’s happened this week.…
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Warning lights flashing on the dashboard for the adviser community
Although projections are generally seen as positive, there a number of macro-economic warning lights that are now flashing on the dashboard for…
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Podcast: Hear how Alan Smith of Capital Asset Management altered the course of his financial planning business
Alan Smith of Capital Asset Management talks to Adam Carolan of Next Gen Planners about how he altered the course of his…
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CWB acquires PPS
CWB Group has acquired a majority stake in Midlands-based financial advisory business Professional Practice Services (PPS). CWB, a specialist provider of financial…
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AFH acquires South West London firm for £1.2m
AFH has acquired Taylor Frost Wealth Management for £1.2m Taylor Frost Management is an IFA based in the South West of London.…

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