Business models

Vast majority not consulted adviser about their will - LV=

Your profession

Vast majority not consulted adviser about their will - LV=

30 million parents want to leave wealth       

clock 14 March 2022 • 3 min read
More women seek financial advice as post-lockdown divorces rise, advisers say

Your profession

More women seek financial advice as post-lockdown divorces rise, advisers say

'No longer a big scary journey'

clock 12 January 2022 • 3 min read
SJP compensates client for lack of advice fee clarity and delayed service

Your profession

SJP compensates client for lack of advice fee clarity and delayed service

Client was left to borrow from family

clock 17 December 2021 • 3 min read
SJP academy sees more than 200 graduate

Your profession

SJP academy sees more than 200 graduate

801 graduates so far

clock 16 December 2021 • 1 min read
IWP finalises 30th acquisition with Throgmorton Wealth Management purchase

Your profession

IWP finalises 30th acquisition with Throgmorton Wealth Management purchase

'50 firms by 2025'

clock 16 December 2021 • 2 min read
Celtic FP adds Chartered planner to expand London presence

Your profession

Celtic FP adds Chartered planner to expand London presence

Wales-headquartered Celtic Financial Planning has added Victoria Nabarro to its Canary Wharf-based London team as it expands its London presence.

clock 16 November 2021 • 2 min read
Chris Jones: How advice firms can grow profits in a high inflation world

Your Business

Chris Jones: How advice firms can grow profits in a high inflation world

Keep on truckin’ – or take a different road?

clock 12 November 2021 • 6 min read
Suffolk adviser Beckett IM buys local IFA

Your profession

Suffolk adviser Beckett IM buys local IFA

Paul Schwer to retire

clock 05 November 2021 • 1 min read
HNW investors under 25 three times as likely to invest in ESG as over-65s

Your profession

HNW investors under 25 three times as likely to invest in ESG as over-65s

Research from Saltus Wealth Index

clock 01 November 2021 • 2 min read
'Lack of empathy': Former PFS president scolds CII as website crashes on exam day

Your profession

'Lack of empathy': Former PFS president scolds CII as website crashes on exam day

'Affecting members' mental health'

clock 29 October 2021 • 3 min read
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