Investment companies should look to reduce the number of active funds they offer, according to AWD Chase De Vere following in-house research showing underperfomance in all but one key sector.
National AWD Chase de Vere is to be rebranded as Chase de Vere as parent company Swiss Life has said it will drop the AWD part of its brand.
AWD Chase De Vere will take on no new clients worth £50,000 or less following the Retail Distribution Review (RDR), according to the group's head of communications Patrick Connolly.
National IFA AWD Chase de Vere is to open an office in Chester.
Retirement Planner's round-up of the top pension stories this week.
Auto-enrolment may not be sufficient to fund people's retirement so investors should supplement their saving in alternative ways, advisory group AWD Chase De Vere has said.
The Financial Services Compensation Scheme (FSCS) has reduced the amount of compensation it is planning to collect from AWD Chase De Vere over its sale of Lifemark-backed Keydata investments, the national IFA has said.
AWD Chase De Vere has partnered with Welsh accountancy firm ktsowensthomas (KTS) following a tender process.
AWD Chase de Vere has stressed it will remain independent post-RDR and will not develop a restricted or simplified advice offering.
National IFA AWD Chase de Vere has appointed Cofunds as the main platform provider for its mass-affluent client segment.