Author profile

Julia Bahr

Articles by Julia Bahr

'Don't panic' — dealing with client emotions in a volatile market

Investment General

'Don't panic' — dealing with client emotions in a volatile market

Advisers remind financial planning ‘is about the 'longer-term view’

clock 03 March 2023 • 6 min read
Why advisers say Consumer Duty will help vulnerable clients

Your profession

Why advisers say Consumer Duty will help vulnerable clients

Advisers say client communications and outcomes need to be bespoke

clock 12 December 2022 • 6 min read
Evelyn Partners re-adjusts managed portfolio model range

Investment

Evelyn Partners re-adjusts managed portfolio model range

Changes made to three of six of the firm's risk-mapped portfolios

clock 25 October 2022 • 1 min read
Consumer Duty and vulnerable clients top adviser query list

Regulation

Consumer Duty and vulnerable clients top adviser query list

ValidPath says new rules are causing uncertainty among advisers

clock 14 October 2022 • 1 min read
National IFA Continuum reports 9% rise of assets to £1.53bn

Your Business

National IFA Continuum reports 9% rise of assets to £1.53bn

‘Record’ number of advisers expected to join by the end of the year

clock 14 October 2022 • 1 min read
Hargreaves Lansdown's pension transfer times improve by 60%

Pensions

Hargreaves Lansdown's pension transfer times improve by 60%

Strategic automation of transfer journey planned

clock 13 October 2022 • 2 min read
Wealth managers find suitability tests 'unsuitable'

Your profession

Wealth managers find suitability tests 'unsuitable'

Tests too subjective, Oxford Risk study shows

clock 11 October 2022 • 2 min read
Fairstone funds under management rise 21% to £13bn

Your Business

Fairstone funds under management rise 21% to £13bn

The firm completed eight acquisitions last year

clock 11 October 2022 • 2 min read
Perspective adds £70m in assets with acquisition of three IFAs

Your Business

Perspective adds £70m in assets with acquisition of three IFAs

The group has completed nine purchases in 2022 to date

clock 10 October 2022 • 3 min read
Pensions Dashboards Week: Data accuracy is key, experts say

Pensions

Pensions Dashboards Week: Data accuracy is key, experts say

'No room for assumptions when it comes to dashboards'

clock 10 October 2022 • 2 min read
Most read
01

Firms told they are 'too focused' on numbers rather than services

22 September 2023 • 2 min read
02

Peer-to-peer market grows as advisers seek further diversification

22 September 2023 • 4 min read
03

FCA cancels advice firm's permissions over £11,000 unpaid fees

21 September 2023 • 1 min read
04

Advisers have an 'awful lot left to do' on Consumer Duty 'journey'

21 September 2023 • 1 min read
05

Financial advisers seek certainty on pension taxation

19 September 2023 • 1 min read