8 Oct2015

PIMS Conference – 15-18 May 2013 Aurora

Interactive Discussion Group: Business Strategies, profitability & new markets. Lead by Alex Morris, Managing Partner of London based IFA Financial Relationships LLP http://www.pimsforum.com/conference.html

8 Oct2015

World First

World First Forum: top tips on what to look for and expect from a financial adviser The IFA industry has been much maligned in recent years and there is a general misunderstanding of the IFA’s role. The good news is there are changes planned in the form of a mandatory Level 4 Qualification, Customer Agreed […]

8 Oct2015

Warning of 15-20% more IFAs to exit industry between 2012-2014

panacea IFA video blog: warning of 15-20% more IFAs to exist industry between 2012-2014 Alex Morris, Managing Partner of Financial Relationships, on the little discussed issue of how many IFAs will leave in the first two years past 2012. See the link to the video blog on the right. VIEW VIDEO BLOG: www.panaceaifa.com/main/st4340

8 Oct2015

IFA Online

IFA Online: the bodies minding your standards Alex Morris, partner and IFA at Financial Relationships, on the FSA’s plan for newly accredited bodies to audit firms’ professional standards on its behalf post-RDR. A new requirement for firms to notify the FSA about serious competence and ethical issues has been brought in, with effect from 1 […]

8 Oct2015

Regulation bodies minding standards

IFA online article: regulation bodies minding standards Alex Morris, partner and IFA at Financial Relationships, on the FSA’s plan for newly accredited bodies to audit firms’ professional standards on its behalf post-RDR. A new requirement for firms to notify the FSA about serious competence and ethical issues has been brought in, with effect from 1 […]

8 Oct2015

Firms to notify the FSA about serious competence

panacea IFA article: firms to notify the FSA about serious competence Alex Morris, Partner and IFA at Financial Relationships LLP, says the FSA intend that the newly Accredited Bodies will audit firms professional standards on its behalf under its watchful eye post RDR. Writing in IFAonline, he says a new requirement for firms to notify […]

8 Oct2015

Hunt4Staff article

Hunt4Staff.com: pensions; trying to make sense of the future Guest Blogger: Guy Jones Before committing finger to keyboard I decided to ask around my Independent Financial Advisor (IFA) colleagues to try and get a consensus on who should be doing what and by when. Sadly the only consensus was that there was no one answer […]

8 Oct2015

Interactive Invester

Interactive Invester: get the balance of your ISA right for you The vast majority of investors will describe themselves as ‘cautious’ or ‘medium risk’. After all, no one particularly likes losing money and most of us are realistic enough not to take wild risks with our savings. Equally, the credit crunch has exposed investment risks […]

8 Oct2015

Is property losing its appeal as a long-term investment?

is property losing its appeal as a long-term investment? David Massarella, Compliance Manager at Financial Relationships: The publication last month of the most recent Association of British Insurers (ABI) quarterly consumer survey contains some very revealing figures about how savers and investors are thinking regarding providing for their futures. The figures suggest they are losing […]

8 Oct2015

Savings in a world of volatility and cuts

panacea IFA article: savings in a world of volatility and cuts Alex Morris, Financial Relationships LLP: The only relative certainty in today’s economic environment is volatility and spending cuts. With employment uncertainty there is increasing emphasis on retraining and learning new skills to improve an employee’s employment prospects. Whilst adversity brings opportunities it is no […]