1825’s chairman Murray steps down for new SLA role
1825’s chairman and former chief executive Steve Murray is stepping down from his role and starting a new position within the Standard Life Aberdeen group away from its advice arm.
Lamb's Almary Green in sale talks with Norwich IFA
Norwich IFA Smith & Pinching is in talks to acquire local advice firm Almary Green, New Model Adviser® has learned.
Just Group becomes takeover target as share price suffers
With the share price closing yesterday at 75.05p, it is no surprise that speculation is abound as to whether one of the large insurers may swoop to acquire Just Group. But that is far from the only factor fueling talk of a buyout.
Wayne Rooney faces £6m tax bill as film scheme busts
The former Manchester United star faces hefty tax bill after Invicta 43 scheme collapsed.
Woodford Patient Capital gets 357% energy boost
The trust's NAV has seen a material uplift after the value of its holding in Industrial Heat was significantly upgraded.
Pound tumbles as May hits out at EU's Brexit snub
Sterling falls nearly two cents against the dollar as prime minister Theresa May says EU's flat rejection of her Brexit plan 'not acceptable'.
Why you need more than exams to be a good adviser
Michelle Hoskin argues advisers should focus on quality of service over quantity of qualifications.
FCA to hold autumn workshops for DB transfer advisers
The FCA will hold defined benefit (DB) transfer sessions this autumn to ‘reiterate our expectations’.
10 advisers reveal the best question they've ever asked a client
We asked advisers at the New Model Adviser® Retreat last week what was the best question they ever asked clients to get them thinking and talking about their finances was.
How multi-asset funds are guarding against Brexit uncertainty
With equities doing so well, fund managers are looking for alternatives to bonds as conservative plays, such as fixed income and foreign currencies
'An irrelevant and dangerous question': Train on rates fears
Finsbury Growth & Income manager gives short shrift to argument higher interest rates will erode the value of big consumer brands he owns.
‘I couldn’t define it’: We quizzed City workers on guidance vs advice
We took a camera to the streets to ask City workers whether they understand the difference between financial advice and financial guidance. The results speak for themselves.
Adviser profile: Steve Buttercase of Verve Investment Planning
After overcoming the loss of his father and fighting depression, Steve Buttercase is now on a mission to help clients find happiness at Verve Investment Planning.