by Abbie Knight | Dec 14, 2017 | Events
Earlier this week we caught-up with George Winters, Seven Investment Management (7IM) to find more about the upcoming 7IM roadshow, The Retirement Challenge. The roadshow will visit 12 locations around the UK from January through February. The Retirement Challenge...
by Abbie Knight | May 4, 2017 | Events
In early March we hosted a morning seminar in Edinburgh for financial advisers looking to buy or sell their advisory firm – either today or at some point in the future. Due to the success of that event (94.73% of attendees rated the event overall as very good to...
by Abbie Knight | Oct 27, 2016 | Events, Latest News
On December 6th we are hosting a morning seminar where Rory Percival and our other speakers will explore the current regulatory position on due diligence, the facts around regulatory statements to date and the relevance for the discretionary investment market, both...
by Abbie Knight | Sep 1, 2016 | Events, Latest News
Following the success of the Rathbones roadshows earlier this year they have just announced that they will be hosting a series of regional seminars throughout Q4 2016. Read on to find out more about the Rathbones Q4 Adviser Roadshow and register to attend an event...
by Abbie Knight | May 16, 2016 | Events
In recent years, there has been an increasing trend that has seen advisory firms outsourcing their investment capability. This has been a natural response to the RDR, which has increased regulation and encouraged greater focus on profitability. Advisers are often...
by Abbie Knight | Mar 27, 2016 | Events
Our friends at Bankhall are holding a series of investment workshops over the next few weeks as part of their Spring Investment Series. We’ve seen the schedule and they cover relevant topics from a range of speakers such as Aviva, Architas and Prudential. The...
