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Your Business

Editor's view: FOS/FCA face balancing act in huge week for advice

Your Business

Editor's view: FOS/FCA face balancing act in huge week for advice

The editor's Friday Night Takeaway from 15 November

clock 15 November 2024 • 3 min read
PFS Conference 2024: Advisers must put culture before cash when selling up

Your Business

PFS Conference 2024: Advisers must put culture before cash when selling up

‘Important to take control of your exit planning’

clock 13 November 2024 • 3 min read
PFS Conference 2024: Increasing margin must not drive advisers to operate own platforms

Your Business

PFS Conference 2024: Increasing margin must not drive advisers to operate own platforms

Relatively limited upside in face of significantly increased risks

clock 13 November 2024 • 3 min read
Is 'paraplanner' still the right title in a post-AI world?

Your Business

Is 'paraplanner' still the right title in a post-AI world?

‘In reality, paraplanners are essential collaborators, not mere assistants’

clock 13 November 2024 • 4 min read
Brooks Macdonald buys financial planning firm

Your Business

Brooks Macdonald buys financial planning firm

Acquisition adds around 500 clients

clock 05 November 2024 • 2 min read
Budget M&A impact: 'We completed three deals' the day before

Your Business

Budget M&A impact: 'We completed three deals' the day before

Advice firms pushed to get deals in before 30 October CGT changes

clock 31 October 2024 • 3 min read
Advice firm partners with Multiply AI to 'revolutionise' annual review process

Your Business

Advice firm partners with Multiply AI to 'revolutionise' annual review process

Advanta Wealth is Multiply AI’s latest client

clock 31 October 2024 • 2 min read
Advisers' biggest Budget worries and wants revealed

Tax planning

Advisers' biggest Budget worries and wants revealed

The ‘stakes have never been higher’, Abrdn policy head cautions

clock 28 October 2024 • 3 min read
How are you planning to grow your firm? You told us…

Your Business

How are you planning to grow your firm? You told us…

Responses include client referrals and offering a more comprehensive service

clock 24 October 2024 • 2 min read
Personal wealth planning for entrepreneurs in six steps

Your Business

Personal wealth planning for entrepreneurs in six steps

Helping business owners secure their personal financial futures

clock 23 October 2024 • 4 min read
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