News

Following on from the success of our previous Paraplanner Forums, we have again, teamed up with the Institute of Financial Planning and Paraplanner.com to bring you another round of Forums in Manchester, London, Birmingham and Edinburgh.

Perceptions among IFA businesses about the role and value of paraplanners are widely diversified, according to research* by threesixty, the IFA services provider.

The examination structures proposed for the post-RDR world are not fit for purpose, with IFAs likely to be in the impossible position . . .

threesixty received the “IFA Support Provider of the Year” award for the second consecutive year.

In the wake of intense regulatory scrutiny into the promotion of unregulated collective investment schemes (UCIS) over the past six months by the FSA, three of the UK’s leading UCIS providers and a IFA service provider threesixty are set to host a series

Many IFAs are putting their businesses in jeopardy by failing to formulate the right business models and define their proposition to clients ahead of the Retail Distribution Review taking effect in 2013, according to threesixty, the fee-based IFA services

threesixty, the fee-based IFA services provider, has launched the first dedicated mobile application service to be offered by an IFA services provider.

The specially negotiated terms apply to the unbundled, explicit-priced model of the platform. Most importantly, the platform charges benefit the end client directly.