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Your Business

Emotional journey: Catalyst Partners on the art of selling IFA firms

Your Business

Emotional journey: Catalyst Partners on the art of selling IFA firms

Getting clients ‘match ready’ before going to the marketplace

clock 10 January 2024 • 9 min read
Most advice firms use risk profiling tools but recognise limitations

Your Business

Most advice firms use risk profiling tools but recognise limitations

Advisers score risk profiling tools 7.6 out of 10 for effectiveness

clock 08 January 2024 • 1 min read
Dates for your diary: A look ahead at PA's 2024 events calendar

Your Business

Dates for your diary: A look ahead at PA's 2024 events calendar

We will be back with all our usual conference, awards and CPD events

clock 03 January 2024 • 1 min read
Advisers say there are 'barriers' to serving lower-value clients

Your Business

Advisers say there are 'barriers' to serving lower-value clients

Advice is in high demand with firms seeing increase in new client enquiries

clock 19 December 2023 • 1 min read
Why your business needs to support and retain female clients

Your Business

Why your business needs to support and retain female clients

The majority of widowed women leave their adviser within a year

clock 15 December 2023 • 1 min read
Why business owners should be Disability Confident

Your Business

Why business owners should be Disability Confident

'It helps identify those employers who are committed to D&I'

clock 11 December 2023 • 4 min read
Majority of advisers say an intergenerational approach is important

Your Business

Majority of advisers say an intergenerational approach is important

More than half claim to have an intergenerational business strategy

clock 07 December 2023 • 1 min read
Advisers need to be 'proactive' ahead of April ISA lock-in date

Your Business

Advisers need to be 'proactive' ahead of April ISA lock-in date

Advice firms warned of client loss if they do not explain potential risks

clock 06 December 2023 • 1 min read
Advisers struggle to measure full fair value requirements

Your Business

Advisers struggle to measure full fair value requirements

‘Demonstrating value is the thing that most businesses are struggling with’

clock 30 November 2023 • 1 min read
Firms' diversity initiatives are lacking purpose, FCA warns

Your Business

Firms' diversity initiatives are lacking purpose, FCA warns

The regulator is in the middle of a clamp down on commitment to D&I

clock 24 November 2023 • 1 min read
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