Page 13 - Your Profession News Today

There are no shortcuts to building consumer trust, writes Tim Sargisson. But getting the basics sorted, such as complying with SM&CR and other regulatory diktats, is a good place to start

Advisers predict business boom in next 12 months - survey Positive outlook Gemma Harle said: "After a difficult year and a half the outlook is looking much brighter for the UK and the economy, so its pleasing to see this now being reflected in advisers predictions for the future." Most advisers are positive about business prospects over the next 12 months with the majority (81%) predicting their level of net assets under management will increase over the coming year, according to a survey from ...

While life expectancy averages can offer an indication for advisers and clients in financial planning, Alex Riley uses the example of his impressively aged and healthy father to point out that they are just that: averages.

Professional Adviser has partnered with SimplyBiz and its adviser support business Signature to run two digital events in two days in the middle of June.

Corporate finance and adviser firm Alexander David Securities Limited (ADSL) has been found responsible in relation to more than £874,000-worth of unsuitable pension transfers in 26 separate and public decision notices published by the Financial Ombudsman Service.

FTRC has launched an information hub to provide financial advisers with information about technology for their business.

As something of a mental health supporter and campaigner within financial services, Steve Nelson felt a bit grumpy about the slogans and hashtags being deployed during this year's Mental Health Awareness Week. In this column for PA he explains why...

Fidelius Group adds 28 staff from deVere UK in latest deal Content by subject Professional Adviser hosts must-attend events for the financial adviser sector. The success and reach of the brand has enabled us to deliver a series of market-leading events, including our popular breakfast briefings, awards and conferences. Download and use the apps Access your subscription from outside of the office Get relevant news and insight straight to your inbox Adds £280m AUM Fidelius Group CEO Jim Grant: ...

Three things your client may call you about this week ... Why pay advisers for trackers? Asks Telegraph Three things your client may call you about this week. Professional Adviser Financial advisers are putting your money in tracker funds - so why are you paying them? Financial advisers are facing pressure to justify their fees after putting customers money into tracker funds run by Vanguard, or at least that is what this article in Vanguard, which launched its own advice service earlier this ...

IWPs Welsh hub Maven Wealth Management hires head of financial planning IWP acquired 22 firms in two years Gareth Tregidon joins Maven from Stafford House Investments. Tregidon, who joins from Stafford House Investments, has been working in the advice profession for 30 years. He was branch chairman of the Institute of Financial Planning in South Wales from 2006 to 2011 before it merged with the Chartered Institute for Securities & Investment (CISI). He has also been an assessor and examiner for...