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Author profile

Julia Bahr

Julia Bahr

Articles by Julia Bahr

Advised platforms achieve robust year-on-year performance - lang cat

Platforms

Advised platforms achieve robust year-on-year performance - lang cat

‘A healthy sector'

clock 11 November 2021 • 1 min read
Cost of VouchedFor's client feedback service 'key issue' for advisers

Your Business

Cost of VouchedFor's client feedback service 'key issue' for advisers

'Service of interest but advisers need more information'

clock 10 November 2021 • 2 min read
Way Group launches family asset protection trust service

Tax planning

Way Group launches family asset protection trust service

Trust work often seen as a 'dark art'

clock 10 November 2021 • 2 min read
FCA updates proposals to improve funeral plan market standards

Regulation

FCA updates proposals to improve funeral plan market standards

'Continuity for customers'

clock 09 November 2021 • 1 min read
ESG calculators launch to increase investor sustainability insight

Technology

ESG calculators launch to increase investor sustainability insight

Greater transparency

clock 09 November 2021 • 4 min read
Private equity owners put Succession Wealth up for sale - reports

Your profession

Private equity owners put Succession Wealth up for sale - reports

Bankers hired to review business

clock 08 November 2021 • 1 min read
HMRC eyes £428,000 crypto tax underpayment

Tax planning

HMRC eyes £428,000 crypto tax underpayment

Up 202% on previous year

clock 05 November 2021 • 1 min read
Affordable advice gap at record level, OpenMoney research reveals

Your Business

Affordable advice gap at record level, OpenMoney research reveals

Six million Britons would pay for cheaper financial advice

clock 05 November 2021 • 2 min read
Gap between rhetoric and reality at COP26 - Quilter Investors

Investment

Gap between rhetoric and reality at COP26 - Quilter Investors

‘You can only move as fast as the slowest participants’

clock 04 November 2021 • 3 min read
Progeny acquires Yorkshire-based advice business J M Glendinning

Your Business

Progeny acquires Yorkshire-based advice business J M Glendinning

'Larger firm brings opportunities of scale'

clock 04 November 2021 • 2 min read
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