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...Verso is aiming to build a national wealth management group, with IFAs for financial planning situations that require face-to-face advice and digital services for more straightforward services....
...If they can’t, reconsider using their services....
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...The biggest shock was Vanguard closing its UK financial planning arm this year, less than two years after the service launched. IFAs themselves aren’t going to fill the gap....
...How to cut the cost of advice Free “guidance” services won’t give personalised recommendations but can be worth calling before using an IFA....
...But what about the millions of people who have fallen between the cracks, those who need more help than a little guidance but require less expensive services than those offered by an IFA?...
...year’s FTAdviser Top 100 IFAs list....
...Many IFAs don’t actually make fund selections or asset management decisions — they “outsource” this to the managed portfolio services of the same wealth managers, working directly for richer clients....
...The Amalgamation of Official NI Supporters’ Clubs, which is recognised by the IFA, said: “It is our view, and indeed our preference, that football tournaments should be hosted by football stadiums.”...
...and the Financial Services Compensation Scheme....
...They have to be overseen by it, and they also have to have insurance and that kind of thing, so that you have to pass through lots of hurdles....
...The Chartered Insurance Institute, the professional body for financial planners, said many advisers were reluctant to take on clients who did not wish to stick with their recommended fund route....
...for full advice, and hopefully the vast majority of those that do not convert to full advice are the ones where a DB transfer is not suitable,” said Mark Turner, managing director of Kroll’s financial services...
...“Some firms are choosing not to offer pension transfer advice and others are charging more, due to the cost of the insurance premiums,” said Glen....
...“We are using these emergency powers today to prevent firms from avoiding paying any redress that is due to their customers and to help reduce the potential burden on the Financial Services Compensation...
...IFA goes efficient Like the CES, held every January in Las Vegas, Europe’s largest tech show, IFA, is an important event for taking the temperature of the tech industry and gauging the year’s likely trends...
...The recipient was also told they had “limited time” to complain to the Financial Services Compensation Scheme, the industry lifeboat fund, which can pay compensation for poor advice of up to £85,000....
...with an involvement in cladding; and insurance brokers that have arranged the placement of business interruption policies....
...“We are sympathetic to those who didn’t appoint an IFA, for whatever reason,” said Rainbird....
...Monday EU, European Central Bank publishes eurozone investment fund statistics Germany, monthly IfA business confidence index Results: Kingfisher Q1 trading update, Zoom Q1 Tuesday Eurozone, France,...
...French corporate boards are, on average, eight years younger than those in the US, says Denis Terrien of corporate governance association, the IFA....
...Kaberry set up Pantheon Financial, which became one of the UK’s largest IFA groups, in 2000. He later sold it to Friends Life in 2007 before buying it back in 2010 and reselling it again in 2017....
...But IFAs are “still not big users of ETFs”, said Hynes, who retires this month....
...Before the pandemic struck, some private investors were already switching from traditional investment advisory services provided by independent financial advisers (IFAs) and high street banks to new tech-based...
...The PPF is an insurance arrangement, funded by all defined benefit pension schemes, which ensures pensions should be paid without interruption....
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