Progeny snaps up UK financial planning firm
Deal takes assets under management to nearly £7bn
Lewis Brownlee
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Advice firms reveal investment platform ownership aspirations
But it is not for the ‘feint hearted’
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How practical are apprenticeships for the advice sector?
With a multitude of academies – do they still have a place?
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What will negative interest rates mean for the UK advice sector?
Clients sitting in cash may need to reassess their investment strategy
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How can advisers prepare for a potential second lockdown?
‘Housekeeping around cost management has never been more important’
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How can advice firms stay afloat during covid-19 pandemic?
Many were already under pressure and should trim budgets that are no longer appropriate
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How to avoid tone-deaf marketing during a pandemic
It’s a delicate balancing act between offering support and advice without appearing opportunistic
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Now is the time to tackle pension issues
Advisers and clients have had to deal with ‘too much chopping and changing’
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SMCR burden to hit solo-regulated advice firms hardest
As freeze on FCA register updates means they will likely need to self-report their status
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The value of whistleblowers to the UK financial advice sector
Limited resources mean there is a need for advisers to speak out – but it can be seen as a ‘fruitless exercise’
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Is Prudential’s new advice partnership a case of Déjà vu?
Life insurer gives advisers chance to ‘build their own business’
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Winners Gallery: Best Practice Adviser Awards UK 2019
Trophies handed out at International Adviser’s Fund Links Forum on 17 October