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'Covid-19' delays Schroders Personal Wealth's growth plan by two years
From 2023 to 2025
Altus launches vulnerability whitepaper following FCA's latest guidance
To help advisers support vulnerable clients
Registrations open for Sustainable Investment Festival - book your place now
Join us on 22-25 June
Equilibrium's Gaynor Rigby to exit this summer
Equilibrium Financial Planning managing partner Gaynor Rigby is to leave the business this summer after 11 years with the Wilmslow-based firm.
Consolidator Kingswood completes WFI purchase with £3.5m payment
Deal struck in 2019
MPs to investigate advice in ongoing pensions freedom inquiry
Deadline 15 May
From Openwork to The Openwork Partnership: Brand experts assess the change
Small team important
London-based IFA Finura makes first acquisition
Begins consolidator journey
Voting is now closed for the PA Personality of the Year 2021
Shortlist of seven
'Very pleased to help': Advisers doing their bit to fight Covid-19
Vaccination support and shopping for the shielding
Tim Sargisson: PIMFA and the value of advice
PIMFA recently published 12 recommendations to fix the advice market. Here, Tim Sargisson assesses the trade body's desires and highlights one fundamental problem with the advice sector, or rather one problematic perception...
What should advisers expect from the 2021 Budget?
With the budget deficit spiralling, how will Chancellor Rishi Sunak start to refill government coffers? Here, Jon Yarker speaks to some experts about what we might expect from this year's Budget...
Holly Johnson: A positive perspective on lockdown learning
Lockdown positives
Heather Hopkins: Talking to clients about ESG
'What are you trying to achieve with your wealth?'
Who should be the 2021 PA Personality of the Year? Send in your nominations
Email us your choice
Clifton Wealth Partnership adds Hunt Financial Planning as AR
Specialises in large estates
DB transfer complaints to ombudsman jump 44% in 2020
Jump from 554 in 2019
PFS vulnerability charter gets 350 adviser signatures in two weeks
Launched 18 January
Chris Davies: Using RegTech to tame relentless rising levies
A more nuanced approach
National IFA Progeny adds conveyancing expertise with Watsons Law acquisition
Conveyancing, land and property law
FCA's 52 crypto investigations 'tip of the iceberg' - law firm
Only the beginning
Three things your client may call you about this week...
Weekend headlines
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