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Author profile

Julia Bahr

Julia Bahr

Articles by Julia Bahr

Young investors driving force behind ESG rise - PIMFA 'Under 40 leadership' forum

Your profession

Young investors driving force behind ESG rise - PIMFA 'Under 40 leadership' forum

‘Make your money matter'

clock 16 May 2022 • 3 min read
Unmarried couples over 70 at risk of large IHT bills as cohabiting rises - Continuum 

Tax planning

Unmarried couples over 70 at risk of large IHT bills as cohabiting rises - Continuum 

‘Succession planning may be the answer’ 

clock 16 May 2022 • 2 min read
Quilter sees more than 600 people access academy's free advice module

Your profession

Quilter sees more than 600 people access academy's free advice module

'A taste of financial advice'

clock 13 May 2022 • 2 min read
Tilney Smith & Williamson eyes continued adviser growth via succession programme

Your Business

Tilney Smith & Williamson eyes continued adviser growth via succession programme

For retiring advisers

clock 12 May 2022 • 3 min read
'Acting long term' key to tackling investors' fears - Baillie Gifford

Investment General

'Acting long term' key to tackling investors' fears - Baillie Gifford

‘Times of market uncertainty’

clock 09 May 2022 • 2 min read
FCA fines and bans five advisers for causing losses to 2,000 clients

Regulation

FCA fines and bans five advisers for causing losses to 2,000 clients

'Real lessons to be learned'

clock 09 May 2022 • 4 min read
IWP rebrands Welsh hub and appoints CEO

People

IWP rebrands Welsh hub and appoints CEO

Becomes Nugenis Financial Planning

clock 05 May 2022 • 2 min read
Fairstone acquires Carlisle-based Financial Concepts

Your Business

Fairstone acquires Carlisle-based Financial Concepts

Fourth purchase in 2022

clock 05 May 2022 • 2 min read
Fifth of advisers unaware of incoming Consumer Duty - Royal London

Regulation

Fifth of advisers unaware of incoming Consumer Duty - Royal London

New rules from 31 July 2022

clock 04 May 2022 • 2 min read
SJP director to run 10 half marathons in 10 days in charity challenge

Your Business

SJP director to run 10 half marathons in 10 days in charity challenge

Supporting SJP Foundation

clock 04 May 2022 • 2 min read
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