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PA Awards 2024: Provider category shortlists revealed!

Here they are. The next set of shortlists for the Professional Adviser Awards 2024…

Whitechurch , Pembrokeshire , United-kingdom , London , City-of , Hymans-robertson , Threesixty-services , Model-portfolio-service , Model-office , Transact , Services-for-advisers , Discretionary-fund

Will new FCA rules on financial promotions affect your firm?

Although there are already financial promotion rules and social media guidance in place, the Financial Conduct Authority has recently published a guidance consultation (GC23/2), which provides an overview of its proposed financial promotions guidance for social media.

Michelle-roberts , Financial-conduct-authority , Threesixty-services , Advertising-standards-agency , Consumer-duty ,

PA Awards 2023: Check out the full list of this year's potential winners

Here it is. The full list of all those who are in the running to take home a trophy at the Professional Adviser Awards 2023…

Kingswood , South-gloucestershire , United-kingdom , Midlands , Leicestershire , Waverton , Cumbria , New-forest , Hampshire , Northern-ireland , Craigavon , London

PA Awards 2023: Provider category shortlists revealed!

Here they are. The first set of shortlists for the Professional Adviser Awards 2023…

Waverton , Cumbria , United-kingdom , London , City-of , Brewin-dolphin , Service-for-advisers , Model-portfolio-service , Transact , Foresight-group , Fidelity-adviser-solutions , Discretionary-fund

MM Retirement Summit – Why old platforms are due for retirement

"The traditional platforms are fatally wounded unless they significantly change.” A stark warning from Ian McKenna — director of the Financial Technology Research Centre — at the Money Marketing Retirement Summit, which took place at the Runnymede on Thames Hotel on 9 and 10 June. But he was not alone in his strong

Farzana-khalil , Simon-harrington , Fiona-tait , Nick-edwards , Russell-facer , David-ferguson , Billy-burrows , John-ditchfield , Gavin-francis , Gemma-woodward , Ian-mckenna , Financial-technology-research-centre

Consumer Duty will make ongoing fees hard to justify

The upcoming Consumer Duty is likely to make ongoing advice fees hard to justify in the short to medium-term future. This is the view of PIMFA head of public affairs Simon Harrington, who was speaking today (10 June) at Money Marketing’s Retirement Summit.

Simon-harrington , Fiona-tait , Russell-facer , Threesixty-services , Consumer-duty , Money-marketing , Intelligent-pensions ,

Pimfa unveils adviser guide to bolster DFM relationships

'The agent as client and reliance on others rules have always been tricky to interpret and apply'

Vanessa-johnson , Financial-advice-association-pimfa , Threesixty-services , Personal-investment-management , Financial-advice-association , Retail-distribution-review , Liz-field ,

Trade body unveils adviser guide to bolster DIM relationships

It is ‘important each party understands the structure of the arrangements they set up’

Vanessa-johnson , Financial-advice-association-pimfa , Threesixty-services , Personal-investment-management , Financial-advice-association , Retail-distribution-review ,

PEOPLE MOVES: Coutts, Tilney Smith & Williamson, HSBC

PEOPLE MOVES: Coutts, Tilney Smith & Williamson, HSBC
international-adviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from international-adviser.com Daily Mail and Mail on Sunday newspapers.

Guildford , Surrey , United-kingdom , Dubai , Dubayy , United-arab-emirates , United-states , Waverton , Cumbria , Singapore , Boston , Massachusetts

Advice firms shift toward launching own white-label platforms

Advice firms shift toward launching own white-label platforms
By
Jean-Baptiste Andrieux
25
th May 2021
10:00 am
Almost half of advice firms with £250m assets under management (AUM) plan to launch their own white-label platform in the next three years.
This is the main finding from a new report by NextWealth that reveals a substantial shift toward white-label platforms.
It surveyed 218 advisers in February 2021 and also organised a roundtable with 10 senior managers from large financial advice businesses and consolidators.
In addition to this, NextWealth sent a questionnaire to 28 platforms, with 24 of them providing answers.
NextWealth managing director Heather Hopkins said: “Our survey with advisers for the report reveals a shift could be on the horizon in the way that financial advisers structure their businesses.

Heather-hopkins , Russell-facer , Threesixty-services , ஹீத்தர்-ஹாப்கின்ஸ் , ரஸ்ஸல்-பாசேர் , டரீஸிக்ஷ்டி-சேவைகள் ,