Tag Results
Financial adviser rating and review website sets sights on solicitors
Monday, 23 June 2014A website which claims to have published 10,000 reviews from clients of independent financial advisers (IFAs) and mortgage brokers is seeking to move on to solicitors.
Tags: financial services
Posted in Latest news, Marketing & PR
Law Society elects next deputy vice-president as Townsend finds new role
Friday, 25 April 2014Robert Bourns, senior partner at Bristol-based commercial firm TLT, is to be the next deputy vice-president of the Law Society. Meanwhile, a new role for former SRA chief executive Antony Townsend was announced today.
Tags: financial services, Law Society, Solicitors Regulation Authority
Posted in Latest news
ABS brings together conveyancing with estate agency and financial advice
Tuesday, 8 April 2014A solicitor has merged her law practice with the family estate agency and finance business in an alternative business structure that is thought to be the first in Cumbria.
Tags: ABS, Alternative business structures, financial services
Posted in Alternative business structures, Latest news, Market monitor
ABS update: MDP gains licence, employee ownership move, NewLaw’s latest JV, Co-op “restructuring”
Friday, 22 November 2013A multi-discipinary financial services group has obtained an ABS licence to complete its broad-based professional advice offering by bringing legal services in-house. Meanwhile, a specialist fertility law practice is considering using its licence to introduce employee ownership,
Tags: ABS, Alternative business structures, financial services
Posted in Alternative business structures, Latest news, Market monitor
Listed IFA business gains ABS licence to launch law firm
Friday, 28 June 2013A firm of midlands-based financial advisers has received approval to set up an alternative business structure so as to extend its service to existing clients and drive revenue growth. It is a wholly owned subsidiary of listed independent financial advisory and wealth management firm AFH.
Tags: ABS, Alternative business structures, financial services
Posted in Alternative business structures, Latest news, Market monitor
Bobby dazzler as financial advisers become first to launch own law firm
Friday, 8 February 2013An East Midlands firm of independent financial advisers is building a law firm from scratch to provide a one-stop shop for clients after obtaining an alternative business structure licence. Bobby Dhanjal Wealth Management has launched Bobby Dhanjal Legal Services Limited.
Tags: ABS, Alternative business structures, financial services
Posted in Alternative business structures, Latest news, Market monitor
Ombudsman prepares for ABSs after Parliament approves rule changes
Monday, 14 January 2013The Legal Ombudsman has won approval for changes to its rules that bring them more in line with the Financial Ombudsman Service and so equip it better to deal with alternative business structures like Co-operative Legal Services.
Tags: ABS, Alternative business structures, Co-op, complaints, financial services, Legal Ombudsman
Posted in Alternative business structures, Latest news, Legal Ombudsman
LSB backs end to minimum salary and to IFA referral requirement
Thursday, 10 January 2013Controversial rule changes that scrap the minimum salary for trainee solicitors and allow solicitors to refer clients to tied financial advisers were approved last month by the Legal Services Board. In both cases the LSB found that there was no reason to refuse the applications.
Tags: financial services, Legal Services Board, minimum salary
Posted in hrtraining, Latest news, Legal Services Board, Solicitors
Wealth manager targets ABS licence after major hire
Monday, 3 December 2012Sports and media stars will be among the wealthy clients of a new alternative business structure (ABS) which has already made a high-profile legal hire while awaiting its operating licence. BlackStar Legal is associated with the tax and wealth management giant, BlackStar Group.
Tags: ABS, Alternative business structures, financial services
Posted in Alternative business structures, Latest news, Market monitor
Law Society tells solicitors to ignore SRA’s financial services reform as IFAs threaten JR
Friday, 30 November 2012The Solicitors Regulation Authority’s decision to change the rules on recommending financial advisers to clients has come under fire from opponents, with the Law Society taking “the unprecedented step” of urging the profession not to follow the new provisions and IFAs threatening judicial review.
Tags: financial services, Financial Services Authority, Law Society, Solicitors Regulation Authority
Posted in Latest news, Solicitors
Blog
Keeping the conversation going beyond Pride Month
As I reflect on all the celebrations of Pride Month 2024, I ask myself why there remains hesitancy amongst LGBTQ+ staff members about when it comes to being open about their identity in the workplace.
Third-party managed accounts: Your key questions answered
The Solicitors Regulation Authority has given strong indications that it is headed towards greater restrictions on law firms when it comes to handling client money.
Understanding vicarious trauma in the legal workplace
Vicarious trauma can happen to anyone who works with clients who have experienced trauma such as domestic or other violence, child abuse, sexual assault, torture or being a refugee.
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