FTRC launches adviser tech information hub
FTRC has launched an information hub to provide financial advisers with information about technology for their business.
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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: "Fidelius has a long-standing relationship with deVere and this arrangement was a natural fit for ou...
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 month, runs £42bn of funds in Britain and, according to Chartered financial planner Claire Walsh, ...
IWP's 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 the latter since 2008. Related articles IWP has been on an acquisition march over the past few yea...