Sants warns FSA fees will have to rise as regulator responds to Rock crisis

13:21 | 24 Jul 2008 | By Iain Martin, Michelle McGagh

(Update) Hector Sants, FSA chief executive, has confirmed that all regulated firms including advisers could face a 'significant increase' in regulatory fees in 2009-10 as the watchdog raises its game following the Northern Rock crisis.

Newcastle Building Society launches intermediary savings service

10:13 | 24 Jul 2008 | By Iain Martin

The Newcastle Building Society is to offer advisers a range of savings, bonds and structured products like it has for the past decade through networks such as Tenet or Openwork. 

Client musicians help Hart set up Tunbridge festival

09:30 | 24 Jul 2008 | By Michelle McGagh

Existing clients can be a good source of referrals but adviser Ian Hart also found his music-industry clients helpful when he decided to organise a three-day music festival.

Lowes’ secret rocker wins Mississippi fans

00:01 | 24 Jul 2008 | By Michelle McGagh

Adviser Gary Summers has never been to Mississippi but a lot of people in the state know of him and his band The LoudShirts after its cover of Howlin’ Wolf’s Killing Floor hit the airwaves in the deep south.

Brown Shipley takes sixth Deutsche Tilney manager for Birmingham push

12:31 | 23 Jul 2008 | By Dylan Lobo

Brown Shipley has poached Gordon Campbell from Deutsche Tilney for its new Birmingham office, the sixth private client manager it has recruited from its rival.   

Sifa targets 6,000 solicitors with range of handbooks

09:30 | 23 Jul 2008 | By Michelle McGagh

Sifa is further promoting links between the legal profession and financial planners with an expanded range of handbooks for solicitors, one of which is written by specialist advisers.

WKH unveils rebranded Provisio service

09:30 | 23 Jul 2008 | By Daniel Grote

WKH Financial Services has launched Provisio, a new branded wealth management service with exchange traded and tracker funds at the heart of its investment strategy.

Premier Wealth Management in northwest acquisition hunt

00:01 | 23 Jul 2008 | By Dylan Lobo

Premier Wealth Management (PWM) plans to acquire more northwestern UK financial services firms over the next 12 months as part of its expansion plans. 

AAA-rated manager negative on pub groups as beer sales dry up

00:01 | 23 Jul 2008 | By Nicholas Paler

SVM's UK Active fund manager, Colin McLean, has said he is continuing to limit his exposure to pub groups in the UK following a bleak update from a leading chain.

Bankhall says advisers need client management systems

15:44 | 22 Jul 2008 | By Richard Harris

The need to adopt a client management system is stronger than ever, says support services provider Bankhall in a white paper illustrating a system's value to advisers.

FSA warns lenders for more help on mortgage fraud

11:42 | 22 Jul 2008 | By Iain Martin

The Financial Services Authority has warned lenders it needs greater co-operation from them in the fight against mortgage fraud after revealing that only one in five firms have participated in a reporting scheme in the past two years. 

Barchester Green becomes LLP as Griffiths steps down

09:30 | 22 Jul 2008 | By Richard Harris

Barchester Green Investment, the UK’s oldest and largest ethical IFA, has become a stakeholder company as founder Geoff Griffiths retires.

F&C merges property arm in £8.5 billion deal

09:15 | 22 Jul 2008 | By Nicholas Paler

F&C Asset Management is to combine its property business in the UK and Ireland with specialist investment group REIT to create an £8.5 billion property group.

Barclays Wealth picks Douglas Noble to spearhead Edinburgh ambitions

00:01 | 22 Jul 2008 | By Dylan Lobo

Barclays Wealth has named Douglas Noble as head of its Edinburgh office and has also brought in four financial planners in its dedicated push into the Scottish capital.

Rathbones pushes for MBO on offshore business

00:01 | 22 Jul 2008 | By David Campbell

Rathbone Brothers is allowing a management buy-out to take over its trust businesses in Jersey and Singapore because of increasing political hostility in the UK towards offshore tax planning.

HSBC Private Bank ditches broking service and clients

00:01 | 22 Jul 2008 | By Charlie Parker

HSBC Private Bank is closing its stockbroking business, telling clients to leave by 1 October for one of a number of wealth management firms.

Adviser banned for bungled mortgage endowment complaints

13:17 | 21 Jul 2008 | By Iain Martin

The Financial Services Authority has banned an adviser for mishandling mortgage endowments complaints at his firm Mandrake Associates. 

Towergate unveils £100 million war chest to build national IFA

12:53 | 21 Jul 2008 | By Richard Harris

The advisory arm of insurance broker Towergate Partnership has announced plans to build a national IFA firm to compete with St James's Place, targeting 20 regional firms by year end.

UBS to restructure UK stockbroking arm in bid to keep 10,000 clients

10:56 | 21 Jul 2008 | By Dylan Lobo

UBS is planning to transfer its UK stockbroking arm into its private banking business in a bid to hang on to around 10,000 clients.

Abbey owner Santander reportedly in talks to sell asset management division

15:10 | 18 Jul 2008 | By Jesus Segarra Sobral

According to reports in the Spanish press Abbey owner Grupo Santander is in talks with a number of parties to sell its asset management division.

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