Professional Adviser www.professionaladviser.com Fairstone adds £1.5bn of assets with buy out of West Midlands firm <img alt="Fairstone adds £1.5bn of assets with buy out of West Midlands firm" src="https://www.professionaladviser.com/api/v1/wps/1328f83/ae06131d-55e1-403b-b562-9b0b25cf3848/3/acquisition-185x114.jpg" /> <p><!--summary start--> Consolidator Fairstone has acquired a West Midlands-based firm, as it adds adding £1.5bn in of assets to the business. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/1328f83/ae06131d-55e1-403b-b562-9b0b25cf3848/3/acquisition-185x114.jpg https://www.professionaladviser.com/news/4119993/fairstone-adds-gbp-5bn-assets-west-midlands-firm https://www.professionaladviser.com/news/4119993/fairstone-adds-gbp-5bn-assets-west-midlands-firm https://www.professionaladviser.com/news/4119993/fairstone-adds-gbp-5bn-assets-west-midlands-firm Wed, 12 Jul 2023 11:27:51 +0000 Clients should 'take advantage' of the removal of LTA <img alt="Clients should &#39;take advantage&#39; of the removal of LTA" src="https://www.professionaladviser.com/api/v1/wps/87bf1a9/ab932af5-4392-4147-b4ec-23b61f15d59b/2/lta-185x114.jpg" /> <p><!--summary start--> Clients have been urged to “take advantage” of the opportunities presented to them by the removal of the lifetime allowance (LTA). <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/87bf1a9/ab932af5-4392-4147-b4ec-23b61f15d59b/2/lta-185x114.jpg https://www.professionaladviser.com/news/4113243/clients-advantage-removal-lta https://www.professionaladviser.com/news/4113243/clients-advantage-removal-lta https://www.professionaladviser.com/news/4113243/clients-advantage-removal-lta Wed, 3 May 2023 14:00:40 +0000 How advisers are dealing with face-to-face meeting demand surge <img alt="How advisers are dealing with face-to-face meeting demand surge" src="https://www.professionaladviser.com/api/v1/wps/e109b5f/57853767-12f6-4931-962a-90b538456f6f/4/Sahar-Nazir-45-Edit-roi-2-185x114.jpg" /> <p><!--summary start--> Financial advice has traditionally included meeting clients face-to-face but with today’s world embracing a hybrid way of working, advisers need to ensure that the quality of meetings – whether face-to-face or virtual – remains equivalent, writes Sahar Nazir <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/e109b5f/57853767-12f6-4931-962a-90b538456f6f/4/Sahar-Nazir-45-Edit-roi-2-185x114.jpg https://www.professionaladviser.com/feature/4113238/advisers-dealing-meeting-demand-surge https://www.professionaladviser.com/feature/4113238/advisers-dealing-meeting-demand-surge https://www.professionaladviser.com/feature/4113238/advisers-dealing-meeting-demand-surge Wed, 3 May 2023 13:43:02 +0000 Consumer Duty-focused AI protection cross-sell tool debuts <img alt="Consumer Duty-focused AI protection cross-sell tool debuts " src="https://www.professionaladviser.com/api/v1/wps/09e7f17/2d3a0471-3925-4f1b-9a42-6210858b2571/2/iStock-1299193277-185x114.jpg" /> <p><!--summary start--> An artificial intelligence (AI)-powered cross-sell tool designed to increase protection penetration rates for advice firms and to help automate leads, quotes and the qualifying of new business has been launched by Meet Parker. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/09e7f17/2d3a0471-3925-4f1b-9a42-6210858b2571/2/iStock-1299193277-185x114.jpg https://www.professionaladviser.com/news/4058840/consumer-duty-focused-ai-protection-cross-sell-tool-debuts https://www.professionaladviser.com/news/4058840/consumer-duty-focused-ai-protection-cross-sell-tool-debuts https://www.professionaladviser.com/news/4058840/consumer-duty-focused-ai-protection-cross-sell-tool-debuts Wed, 26 Oct 2022 09:43:44 +0000 Advisers face renewed CII exam tech issues <img alt="Advisers face renewed CII exam tech issues" src="https://www.professionaladviser.com/api/v1/wps/b0c690f/99642aa1-78cb-439c-9159-3c705a2c826a/4/IT-glitch-185x114.jpg" /> <p><!--summary start--> The Chartered Insurance Institute (CII) is continuing to face technical issues after an IT glitch prevented some candidates trying to log in for their CF6 mortgages exam at 10 am this morning (26 July), from accessing the website. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/b0c690f/99642aa1-78cb-439c-9159-3c705a2c826a/4/IT-glitch-185x114.jpg https://www.professionaladviser.com/news/4053731/advisers-renewed-cii-exam-tech-issues https://www.professionaladviser.com/news/4053731/advisers-renewed-cii-exam-tech-issues https://www.professionaladviser.com/news/4053731/advisers-renewed-cii-exam-tech-issues Tue, 26 Jul 2022 12:28:23 +0000 Adviser Cloud launches integration with CashCalc <img alt="Adviser Cloud launches integration with CashCalc" src="https://www.professionaladviser.com/api/v1/wps/1bf580d/232f49ec-6cc5-4c4e-8faa-41a859d0e6c5/9/Integration-185x114.jpg" /> <p><!--summary start--> Adviser Cloud, a cloud based back-office system built for the IFA industry, has launched a full two-way integration with CashCalc in a bid to make the movement of data between both software’s much more efficient, it said. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/1bf580d/232f49ec-6cc5-4c4e-8faa-41a859d0e6c5/9/Integration-185x114.jpg https://www.professionaladviser.com/news/4053633/adviser-cloud-launches-integration-cashcalc https://www.professionaladviser.com/news/4053633/adviser-cloud-launches-integration-cashcalc https://www.professionaladviser.com/news/4053633/adviser-cloud-launches-integration-cashcalc Mon, 25 Jul 2022 08:48:31 +0000 Just Wealth academy launches client facing fast track option <img alt="Just Wealth academy launches client facing fast track option" src="https://www.professionaladviser.com/api/v1/wps/82fff87/92cc9b09-845d-4bee-9abd-d74290d75b2d/5/client-facing-185x114.jpg" /> <p><!--summary start--> Just Wealth, the financial advisory arm of national mortgage broker firm Just Mortgages, has set up a new 'Fast Track Academy' for qualified paraplanners, technicians and bank staff to develop into the client facing roles. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/82fff87/92cc9b09-845d-4bee-9abd-d74290d75b2d/5/client-facing-185x114.jpg https://www.professionaladviser.com/news/4053014/wealth-academy-launches-client-facing-fast-track-option https://www.professionaladviser.com/news/4053014/wealth-academy-launches-client-facing-fast-track-option https://www.professionaladviser.com/news/4053014/wealth-academy-launches-client-facing-fast-track-option Wed, 13 Jul 2022 13:39:28 +0000 Solomon Capital hires former Quilter acquisitions director <img alt="Solomon Capital hires former Quilter acquisitions director" src="https://www.professionaladviser.com/api/v1/wps/2a221bd/b8527ec3-656c-4f51-bf35-69347242bfdc/5/new-hire-185x114.jpg" /> <p><!--summary start--> Zoe Phillips has recently joined new advice and wealth management firm Solomon Capital as director of acquisitions and integrations. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/2a221bd/b8527ec3-656c-4f51-bf35-69347242bfdc/5/new-hire-185x114.jpg https://www.professionaladviser.com/news/4052877/solomon-capital-hires-former-quilter-acquisitions-director https://www.professionaladviser.com/news/4052877/solomon-capital-hires-former-quilter-acquisitions-director https://www.professionaladviser.com/news/4052877/solomon-capital-hires-former-quilter-acquisitions-director Tue, 12 Jul 2022 08:37:05 +0000 SIF 2022: 'ESG is a journey - collaborate to meet the challenges' <img alt="SIF 2022: &#39;ESG is a journey - collaborate to meet the challenges&#39;" src="https://www.professionaladviser.com/api/v1/wps/b8af305/1f383114-12d7-4e0b-9638-8fac42e20e24/3/PA-Panel-Bogdan-and-Rebecca-3-185x114.jpg" /> <p><!--summary start--> Getting the right message across to clients in the opening conversation is key when it comes to discussing ESG but advisers should "stay realistic" about what can be achieved, delegates at SIF heard. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/b8af305/1f383114-12d7-4e0b-9638-8fac42e20e24/3/PA-Panel-Bogdan-and-Rebecca-3-185x114.jpg https://www.professionaladviser.com/news/4052823/sif-2022-esg-journey-collaborate-meet-challenges https://www.professionaladviser.com/news/4052823/sif-2022-esg-journey-collaborate-meet-challenges https://www.professionaladviser.com/news/4052823/sif-2022-esg-journey-collaborate-meet-challenges Mon, 11 Jul 2022 13:31:38 +0000 Advisers 'underestimate' number of financially vulnerable clients <img alt="Advisers &#39;underestimate&#39; number of financially vulnerable clients" src="https://www.professionaladviser.com/api/v1/wps/3d5882d/3683f8b7-a171-4d45-ae3b-3c15c90e0831/0/iStock-1203173800-185x114.jpg" /> <p><!--summary start--> Financial advisers are largely underestimating the number of clients that could qualify as vulnerable under the Financial Conduct Authority's (FCA) guidelines, recent research from Technical Connection, part of St. James's Place (SJP), has shown. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/3d5882d/3683f8b7-a171-4d45-ae3b-3c15c90e0831/0/iStock-1203173800-185x114.jpg https://www.professionaladviser.com/news/4052620/advisers-underestimate-financially-vulnerable-clients https://www.professionaladviser.com/news/4052620/advisers-underestimate-financially-vulnerable-clients https://www.professionaladviser.com/news/4052620/advisers-underestimate-financially-vulnerable-clients Thu, 7 Jul 2022 10:52:30 +0000 Wealth Wizards launches self-service guidance software <img alt="Wealth Wizards launches self-service guidance software" src="https://www.professionaladviser.com/api/v1/wps/5806e24/6347ec51-969a-4af2-8ace-64ea5e0521ac/3/Software-solution-185x114.jpg" /> <p><!--summary start--> Wealth Wizards has introduced a new software solution, Turo Wellbeing, offering financial firms the technology to provide self-service guidance and regulated advice with the option of triage to a human adviser. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/5806e24/6347ec51-969a-4af2-8ace-64ea5e0521ac/3/Software-solution-185x114.jpg https://www.professionaladviser.com/news/4051596/wealth-wizards-launches-self-service-guidance-software https://www.professionaladviser.com/news/4051596/wealth-wizards-launches-self-service-guidance-software https://www.professionaladviser.com/news/4051596/wealth-wizards-launches-self-service-guidance-software Tue, 21 Jun 2022 10:50:27 +0000 Male paraplanners twice as likely to want to be an adviser than females - Quilter <img alt="Male paraplanners twice as likely to want to be an adviser than females - Quilter" src="https://www.professionaladviser.com/api/v1/wps/069b0cd/05577746-5278-422d-bcf5-cac24d4f911a/11/gender-imbalance-185x114.jpg" /> <p><!--summary start--> Three-quarters (77%) of female paraplanners do not want to become financial advisers compared to 38% of male paraplanners, according to research from Quilter Financial Planning. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/069b0cd/05577746-5278-422d-bcf5-cac24d4f911a/11/gender-imbalance-185x114.jpg https://www.professionaladviser.com/news/4050564/male-paraplanners-twice-adviser-females-quilter https://www.professionaladviser.com/news/4050564/male-paraplanners-twice-adviser-females-quilter https://www.professionaladviser.com/news/4050564/male-paraplanners-twice-adviser-females-quilter Tue, 31 May 2022 08:49:18 +0000 Third of UK investors turn to advisers for ESG support - M&G <img alt="Third of UK investors turn to advisers for ESG support - M&amp;G" src="https://www.professionaladviser.com/api/v1/wps/dbfa6eb/23fbda2f-8e1f-4898-9f8f-d7166a049bfa/5/ESG-knowledge-185x114.jpg" /> <p><!--summary start--> UK investors are increasingly leaning on advisers for guidance and support when it comes to ESG investing, research from M&G Wealth suggested. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/dbfa6eb/23fbda2f-8e1f-4898-9f8f-d7166a049bfa/5/ESG-knowledge-185x114.jpg https://www.professionaladviser.com/news/4050283/uk-investors-turn-advisers-esg-support https://www.professionaladviser.com/news/4050283/uk-investors-turn-advisers-esg-support https://www.professionaladviser.com/news/4050283/uk-investors-turn-advisers-esg-support Wed, 25 May 2022 08:47:42 +0000 How advisers can attract younger investors - PIMFA's Under 40 Leadership Committee <img alt="How advisers can attract younger investors - PIMFA&#39;s Under 40 Leadership Committee" src="https://www.professionaladviser.com/api/v1/wps/a7d8b1b/78db77b5-4dd6-4751-a593-a7209a0a80fd/7/Young-investors-185x114.jpg" /> <p><!--summary start--> The younger generation has high levels of confidence when investing, but more of their investments were based on unregulated information that was often obtained through social media, found research from the PIMFA’s Under 40 Leadership Committee. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/a7d8b1b/78db77b5-4dd6-4751-a593-a7209a0a80fd/7/Young-investors-185x114.jpg https://www.professionaladviser.com/news/4050059/advisers-attract-investors-pimfa-leadership-committee https://www.professionaladviser.com/news/4050059/advisers-attract-investors-pimfa-leadership-committee https://www.professionaladviser.com/news/4050059/advisers-attract-investors-pimfa-leadership-committee Fri, 20 May 2022 03:51:27 +0000 Young investors driving force behind ESG rise - PIMFA 'Under 40 leadership' forum <img alt="Young investors driving force behind ESG rise - PIMFA &#39;Under 40 leadership&#39; forum" src="https://www.professionaladviser.com/api/v1/wps/a615497/02d5b63e-4583-4aaf-8fc2-32dc8251a58f/13/ESG-185x114.jpg" /> <p><!--summary start--> Younger investors are increasingly mobilising their money for social and environmental good and wish to express personal values through their investments, research has shown. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/a615497/02d5b63e-4583-4aaf-8fc2-32dc8251a58f/13/ESG-185x114.jpg https://www.professionaladviser.com/news/4049758/investors-driving-force-esg-rise-pimfa-leadership-forum https://www.professionaladviser.com/news/4049758/investors-driving-force-esg-rise-pimfa-leadership-forum https://www.professionaladviser.com/news/4049758/investors-driving-force-esg-rise-pimfa-leadership-forum Mon, 16 May 2022 13:20:38 +0000 Advisers ramp up tech spending to boost efficiency - FE fundinfo <img alt="Advisers ramp up tech spending to boost efficiency - FE fundinfo" src="https://www.professionaladviser.com/api/v1/wps/498b8d7/25f768d4-b9d0-4482-a6bc-468392b5055c/2/iStock-1311598658-185x114.jpg" /> <p><!--summary start--> Greater adoption of technology among financial advisers is driving increased business efficiency and meet increased client demand, according to research from FE fundinfo. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/498b8d7/25f768d4-b9d0-4482-a6bc-468392b5055c/2/iStock-1311598658-185x114.jpg https://www.professionaladviser.com/news/4048911/advisers-ramp-tech-spending-boost-efficiency-fe-fundinfo https://www.professionaladviser.com/news/4048911/advisers-ramp-tech-spending-boost-efficiency-fe-fundinfo https://www.professionaladviser.com/news/4048911/advisers-ramp-tech-spending-boost-efficiency-fe-fundinfo Thu, 28 Apr 2022 11:41:38 +0000 Origo extends Unipass Letter of Authority service <img alt="Origo extends Unipass Letter of Authority service" src="https://www.professionaladviser.com/api/v1/wps/038ffa1/e572d695-4c44-4725-82d5-5690d064dc08/1/iStock-1296509518-185x114.jpg" /> <p><!--summary start--> Financial technology firm Origo has revealed it is extending its Unipass Letter of Authority (ULoA) service giving providers and platforms three ways to use the service in a bed to help to speed up their service to advisers. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/038ffa1/e572d695-4c44-4725-82d5-5690d064dc08/1/iStock-1296509518-185x114.jpg https://www.professionaladviser.com/news/4047196/origo-extends-unipass-letter-authority-service https://www.professionaladviser.com/news/4047196/origo-extends-unipass-letter-authority-service https://www.professionaladviser.com/news/4047196/origo-extends-unipass-letter-authority-service Thu, 24 Mar 2022 15:07:11 +0000 CISI launches updated Wayfinder website to help savers find financial planners <img alt="CISI launches updated Wayfinder website to help savers find financial planners" src="https://www.professionaladviser.com/api/v1/wps/430f989/e25f057f-5d7e-49ea-890c-164e345365f5/6/Upgrade-185x114.jpg" /> <p><!--summary start--> The Chartered Institute for Securities & Investment (CISI) has relaunched its Wayfinder website, which helps consumers find a financial planner. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/430f989/e25f057f-5d7e-49ea-890c-164e345365f5/6/Upgrade-185x114.jpg https://www.professionaladviser.com/news/4047076/cisi-launches-updated-wayfinder-website-help-savers-financial-planners https://www.professionaladviser.com/news/4047076/cisi-launches-updated-wayfinder-website-help-savers-financial-planners https://www.professionaladviser.com/news/4047076/cisi-launches-updated-wayfinder-website-help-savers-financial-planners Wed, 23 Mar 2022 11:32:31 +0000 Vast majority not consulted adviser about their will - LV= <img alt="Vast majority not consulted adviser about their will - LV=" src="https://www.professionaladviser.com/api/v1/wps/39e209b/8680b0f0-dc29-47f7-b1b6-5dd5d5496185/2/rod-long-y0OAmd-COUM-unsplash-185x114.jpg" /> <p><!--summary start--> Only 41% of 30 million parents in the UK who want to leave wealth in their will have actually done so and 20 million have not written a will, according to recent research from LV=. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/39e209b/8680b0f0-dc29-47f7-b1b6-5dd5d5496185/2/rod-long-y0OAmd-COUM-unsplash-185x114.jpg https://www.professionaladviser.com/news/4046393/vast-majority-consulted-adviser-about-lv https://www.professionaladviser.com/news/4046393/vast-majority-consulted-adviser-about-lv https://www.professionaladviser.com/news/4046393/vast-majority-consulted-adviser-about-lv Mon, 14 Mar 2022 09:59:25 +0000 DDhub launches due diligence service <img alt="DDhub launches due diligence service" src="https://www.professionaladviser.com/api/v1/wps/d300967/3d43eef3-4e8f-4166-bc92-3516a7a4a64d/7/due-diligence-concept-1-185x114.jpeg" /> <p><!--summary start--> DDhub, a centralised solution for managing the due diligence process, has introduced a new platform due diligence service which is free for advisers and paraplanners. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/d300967/3d43eef3-4e8f-4166-bc92-3516a7a4a64d/7/due-diligence-concept-1-185x114.jpeg https://www.professionaladviser.com/news/4045468/ddhub-launches-diligence-service https://www.professionaladviser.com/news/4045468/ddhub-launches-diligence-service https://www.professionaladviser.com/news/4045468/ddhub-launches-diligence-service Thu, 24 Feb 2022 09:14:31 +0000 More women seek financial advice as post-lockdown divorces rise, advisers say <img alt="More women seek financial advice as post-lockdown divorces rise, advisers say" src="https://www.professionaladviser.com/api/v1/wps/7e0c2fa/184f5496-1c32-4246-b089-eb64a500acb3/4/kelly-sikkema-E8H76nY1v6Q-unsplash-185x114.jpg" /> <p><!--summary start--> The pandemic and its restrictions have put relationships under pressure, according to advisers who specialise in divorce, with more women seeking input from financial planners as they navigate divorce proceedings. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/7e0c2fa/184f5496-1c32-4246-b089-eb64a500acb3/4/kelly-sikkema-E8H76nY1v6Q-unsplash-185x114.jpg https://www.professionaladviser.com/news/4043129/women-seek-financial-advice-post-lockdown-divorces-rise-advisers https://www.professionaladviser.com/news/4043129/women-seek-financial-advice-post-lockdown-divorces-rise-advisers https://www.professionaladviser.com/news/4043129/women-seek-financial-advice-post-lockdown-divorces-rise-advisers Wed, 12 Jan 2022 12:26:19 +0000 SJP compensates client for lack of advice fee clarity and delayed service <img alt="SJP compensates client for lack of advice fee clarity and delayed service" src="https://www.professionaladviser.com/api/v1/wps/4345103/b09b8dc7-ec5b-4efe-94c6-6be0dd72cecd/11/pa-compensation-1-definition-185x114.jpeg" /> <p><!--summary start--> The Financial Ombudsman Service (FOS) has upheld a complaint against St James's Place Wealth Management (SJP) from a client who was dissatisfied by how the firm dealt with her request to access her pension benefits in 2019 as well as a proposed additional advice charge (AAC) of £1,725. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/4345103/b09b8dc7-ec5b-4efe-94c6-6be0dd72cecd/11/pa-compensation-1-definition-185x114.jpeg https://www.professionaladviser.com/news/4041586/sjp-compensates-client-lack-advice-fee-clarity-delayed-service https://www.professionaladviser.com/news/4041586/sjp-compensates-client-lack-advice-fee-clarity-delayed-service https://www.professionaladviser.com/news/4041586/sjp-compensates-client-lack-advice-fee-clarity-delayed-service Fri, 17 Dec 2021 12:49:41 +0000 SJP academy sees more than 200 graduate <img alt="SJP academy sees more than 200 graduate" src="https://www.professionaladviser.com/api/v1/wps/bf3ea99/f4c87a60-ce02-45f4-8076-a753cec20dcf/9/SJP-academy-185x114.jpg" /> <p><!--summary start--> The St. James’s Place Academy recently held three graduation ceremonies for its newly-qualified graduates, watching 155 qualified financial planning advisers and 74 paraplanners graduate from the advice giant's school. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/bf3ea99/f4c87a60-ce02-45f4-8076-a753cec20dcf/9/SJP-academy-185x114.jpg https://www.professionaladviser.com/news/4042182/sjp-academy-200-graduate https://www.professionaladviser.com/news/4042182/sjp-academy-200-graduate https://www.professionaladviser.com/news/4042182/sjp-academy-200-graduate Thu, 16 Dec 2021 12:49:43 +0000 IWP finalises 30th acquisition with Throgmorton Wealth Management purchase <img alt="IWP finalises 30th acquisition with Throgmorton Wealth Management purchase" src="https://www.professionaladviser.com/api/v1/wps/4059ab4/3e2b0a4a-6213-40b6-876c-80cb420744ae/13/iStock-000003529053Small-185x114.jpg" /> <p><!--summary start--> Independent Wealth Planners (IWP) has made its 30th acquisition as Throgmorton Wealth Management joins the IFA consolidator. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/4059ab4/3e2b0a4a-6213-40b6-876c-80cb420744ae/13/iStock-000003529053Small-185x114.jpg https://www.professionaladviser.com/news/4042170/iwp-finalises-30th-acquisition-throgmorton-wealth-management-purchase https://www.professionaladviser.com/news/4042170/iwp-finalises-30th-acquisition-throgmorton-wealth-management-purchase https://www.professionaladviser.com/news/4042170/iwp-finalises-30th-acquisition-throgmorton-wealth-management-purchase Thu, 16 Dec 2021 11:32:21 +0000 Celtic FP adds Chartered planner to expand London presence <img alt="Celtic FP adds Chartered planner to expand London presence " src="https://www.professionaladviser.com/api/v1/wps/6152777/73f3bd59-a358-4466-89f7-d62f121a5ef5/8/diversity-hands-185x114.jpg" /> <p><!--summary start--> Wales-headquartered Celtic Financial Planning has added Victoria Nabarro to its Canary Wharf-based London team as it expands its London presence. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/6152777/73f3bd59-a358-4466-89f7-d62f121a5ef5/8/diversity-hands-185x114.jpg https://www.professionaladviser.com/news/4040520/celtic-fp-adds-chartered-planner-expand-london-presence https://www.professionaladviser.com/news/4040520/celtic-fp-adds-chartered-planner-expand-london-presence https://www.professionaladviser.com/news/4040520/celtic-fp-adds-chartered-planner-expand-london-presence Tue, 16 Nov 2021 15:51:03 +0000 Suffolk adviser Beckett IM buys local IFA <img alt="Suffolk adviser Beckett IM buys local IFA " src="https://www.professionaladviser.com/api/v1/wps/f8bb8ee/e5876411-4331-4508-81e5-f1409b980a97/5/deal-handshake-general-185x114.jpg" /> <p><!--summary start--> Suffolk-based Chartered firm Beckett Investment Management has bought Felixstowe firm Paul Schwer Financial Services. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/f8bb8ee/e5876411-4331-4508-81e5-f1409b980a97/5/deal-handshake-general-185x114.jpg https://www.professionaladviser.com/news/4039853/suffolk-adviser-beckett-im-buys-local-ifa https://www.professionaladviser.com/news/4039853/suffolk-adviser-beckett-im-buys-local-ifa https://www.professionaladviser.com/news/4039853/suffolk-adviser-beckett-im-buys-local-ifa Fri, 5 Nov 2021 12:36:47 +0000 HNW investors under 25 three times as likely to invest in ESG as over-65s <img alt="HNW investors under 25 three times as likely to invest in ESG as over-65s" src="https://www.professionaladviser.com/api/v1/wps/42a5ffe/3a1b32a1-1646-4e24-b920-8b0f590d8e43/9/1902-euro-sustainability-generic-esg-185x114.jpg" /> <p><!--summary start--> New research has found that 80% of 18 to 24-year-olds with more than £250,000 in investible assets invest in ESG, green or impact funds, compared to just under a quarter of over-65s. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/42a5ffe/3a1b32a1-1646-4e24-b920-8b0f590d8e43/9/1902-euro-sustainability-generic-esg-185x114.jpg https://www.professionaladviser.com/news/4039563/hnw-investors-times-invest-esg-65s https://www.professionaladviser.com/news/4039563/hnw-investors-times-invest-esg-65s https://www.professionaladviser.com/news/4039563/hnw-investors-times-invest-esg-65s Mon, 1 Nov 2021 16:20:28 +0000 'Lack of empathy': Former PFS president scolds CII as website crashes on exam day <img alt="&#39;Lack of empathy&#39;: Former PFS president scolds CII as website crashes on exam day" src="https://www.professionaladviser.com/api/v1/wps/29fefc4/702a4f8b-ea16-40bf-8e9c-ff859caf01ef/1/exam-paper-185x114.gif" /> <p><!--summary start--> Advisers attempting to sit exams this morning were again unable to access the Chartered Insurance Institute's (CII) website due to technology issues. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/29fefc4/702a4f8b-ea16-40bf-8e9c-ff859caf01ef/1/exam-paper-185x114.gif https://www.professionaladviser.com/news/4039459/lack-empathy-former-pfs-president-scolds-cii-website-crashes-exam-day https://www.professionaladviser.com/news/4039459/lack-empathy-former-pfs-president-scolds-cii-website-crashes-exam-day https://www.professionaladviser.com/news/4039459/lack-empathy-former-pfs-president-scolds-cii-website-crashes-exam-day Fri, 29 Oct 2021 12:06:02 +0000 Quilter hunts for regional financial planning managers to monitor 'sales strategy' <img alt="Quilter hunts for regional financial planning managers to monitor &#39;sales strategy&#39;" src="https://www.professionaladviser.com/api/v1/wps/d14a323/204f6494-6be2-413b-94b9-a8aca12c57f9/5/sales-associate-185x114.jpg" /> <p><!--summary start--> Quilter Private Client Advisers, one of Quilter’s three advice businesses, is on the hunt for two new financial planning managers who can "monitor business production and embedded client contact and sales strategy". <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/d14a323/204f6494-6be2-413b-94b9-a8aca12c57f9/5/sales-associate-185x114.jpg https://www.professionaladviser.com/news/4038965/quilter-hunts-regional-financial-planning-managers-monitor-sales-strategy https://www.professionaladviser.com/news/4038965/quilter-hunts-regional-financial-planning-managers-monitor-sales-strategy https://www.professionaladviser.com/news/4038965/quilter-hunts-regional-financial-planning-managers-monitor-sales-strategy Wed, 20 Oct 2021 12:13:22 +0000 Private equity investor backs national IFA launch <img alt="Private equity investor backs national IFA launch" src="https://www.professionaladviser.com/api/v1/wps/99ea46e/3e2b0a4a-6213-40b6-876c-80cb420744ae/12/iStock-000003529053Small-185x114.jpg" /> <p><!--summary start--> Supported by private equity investor Copper Street Capital, independent financial advice and fund management firm One Four Nine Group has launched with the acquisition of two advisory firms. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/99ea46e/3e2b0a4a-6213-40b6-876c-80cb420744ae/12/iStock-000003529053Small-185x114.jpg https://www.professionaladviser.com/news/4038870/private-equity-investor-backs-national-ifa-launch https://www.professionaladviser.com/news/4038870/private-equity-investor-backs-national-ifa-launch https://www.professionaladviser.com/news/4038870/private-equity-investor-backs-national-ifa-launch Tue, 19 Oct 2021 11:31:52 +0000 'Status quo no longer an option': PFS board reacts to CII consultation <img alt="&#39;Status quo no longer an option&#39;: PFS board reacts to CII consultation" src="https://www.professionaladviser.com/api/v1/wps/eb08ef7/0c431b56-df8e-4ba3-942b-1f522e0766aa/7/Sarah-Lord-185x114.jpg" /> <p><!--summary start--> In response to the launch of the CII’s 'Shaping the Future Together' consultation on Friday, the Personal Finance Society (PFS) said it regretted that the Chartered Insurance Institute (CII) did not engage with the PFS Board to draft the document together. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/eb08ef7/0c431b56-df8e-4ba3-942b-1f522e0766aa/7/Sarah-Lord-185x114.jpg https://www.professionaladviser.com/news/4038761/status-quo-option-pfs-board-reacts-cii-consultation https://www.professionaladviser.com/news/4038761/status-quo-option-pfs-board-reacts-cii-consultation https://www.professionaladviser.com/news/4038761/status-quo-option-pfs-board-reacts-cii-consultation Fri, 15 Oct 2021 14:32:37 +0000 This month's PA360 conference in pictures <img alt="This month&#39;s PA360 conference in pictures" src="https://www.professionaladviser.com/api/v1/wps/13154c7/d0d3c68d-5ad4-4465-8b28-b0096a9035f1/3/roundtable-185x114.jpeg" /> <p><!--summary start--> Photos from the event <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/13154c7/d0d3c68d-5ad4-4465-8b28-b0096a9035f1/3/roundtable-185x114.jpeg https://www.professionaladviser.com/news/4038612/pa360-conference-pictures https://www.professionaladviser.com/news/4038612/pa360-conference-pictures https://www.professionaladviser.com/news/4038612/pa360-conference-pictures Fri, 15 Oct 2021 10:21:42 +0000 Adam Higgs: The versatility of the best cashflow modelling tools <p><!--summary start--> Cashflow modelling tools can help demonstrate the reasons for a recommendation, where the risks are and the value an adviser is adding, writes Adam Higgs, as he highlights some of the key offerings in the market <!--summary end--></p> https://www.professionaladviser.com/opinion/3036357/adam-higgs-versatility-cashflow-modelling-tools https://www.professionaladviser.com/opinion/3036357/adam-higgs-versatility-cashflow-modelling-tools Mon, 23 Jul 2018 12:08:09 +0000 F&TRC launches first robo-paraplanner for workplace pensions <p><!--summary start--> The Finance & Technology Research Centre (F&TRC) has launched a 'workplace pensions robo-paraplanner' designed to support advisers in helping find corporate clients a potential new workplace provider. <!--summary end--></p> https://www.professionaladviser.com/news/3020492/emb-tue-trc-launches-robo-paraplanner-workplace-pensions https://www.professionaladviser.com/news/3020492/emb-tue-trc-launches-robo-paraplanner-workplace-pensions Tue, 7 Nov 2017 06:41:00 +0000 FE launches risk-profiling tool for advisers <p><!--summary start--> Investment ratings and research provider FE has launched a risk-profiling tool to assist advisers with their suitability requirements and assessing their clients' attitudes to risk. <!--summary end--></p> https://www.professionaladviser.com/news/3018480/fe-launches-risk-profiling-tool-advisers https://www.professionaladviser.com/news/3018480/fe-launches-risk-profiling-tool-advisers Tue, 3 Oct 2017 10:20:00 +0000 IRESS launches technology audit service for advisers <p><!--summary start--> Fintech provider IRESS has launched a free audit service for advisers to assess their business propositions and identify where efficiency can be improved through the use of technology. <!--summary end--></p> https://www.professionaladviser.com/news/3016905/iress-launches-adviser-audit-service-maximise-tech-efficiencies https://www.professionaladviser.com/news/3016905/iress-launches-adviser-audit-service-maximise-tech-efficiencies Thu, 7 Sep 2017 15:29:00 +0000 Pocket Risk relaunches risk profiling tool <p><!--summary start--> Pocket Risk has relaunched its risk profiling tool for financial advisers in the UK, introducing a behavioural finance aspect and focusing on client experience. <!--summary end--></p> https://www.professionaladviser.com/news/3009264/pocket-risk-relaunches-risk-profiling-tool https://www.professionaladviser.com/news/3009264/pocket-risk-relaunches-risk-profiling-tool Mon, 1 May 2017 22:01:00 +0000 'Better broadly right than precisely wrong in risk-profiling' - AdviserAsset <p><!--summary start--> AdviserAsset has launched a risk-profiling and asset allocation tool that sets out to address regulatory concerns by offering 'a more transparent and straightforward methodology' for advisers. <!--summary end--></p> https://www.professionaladviser.com/news/2476705/-broadly-precisely-wrong-risk-profiling-adviserasset https://www.professionaladviser.com/news/2476705/-broadly-precisely-wrong-risk-profiling-adviserasset Tue, 8 Nov 2016 13:57:06 +0000 Ascentric launches interactive income forecaster tool <p><!--summary start--> Ascentric has launched an interactive forecaster tool on its wrap platform designed to help advisers plan their clients' income, particularly those in retirement. <!--summary end--></p> https://www.professionaladviser.com/news/2471696/ascentric-launches-interactive-income-forecaster-tool https://www.professionaladviser.com/news/2471696/ascentric-launches-interactive-income-forecaster-tool Thu, 22 Sep 2016 12:41:38 +0000