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Adviser tips

Private equity investor backs national IFA launch

Your profession

Private equity investor backs national IFA launch

One Four Nine Group launches with two acquisitions

clock 19 October 2021 • 2 min read
'Status quo no longer an option': PFS board reacts to CII consultation

Your profession

'Status quo no longer an option': PFS board reacts to CII consultation

PFS board to take three steps

clock 15 October 2021 • 2 min read
This month's PA360 conference in pictures

Your profession

This month's PA360 conference in pictures

Photos from the event

clock 15 October 2021 • 1 min read
Industry Voice: Why is everyone still talking about responsible investment?

Adviser tips

Industry Voice: Why is everyone still talking about responsible investment?

clock 12 October 2021 • 1 min read
Industry Voice: Maximising the tax-efficiency of retirement

Adviser tips

Industry Voice: Maximising the tax-efficiency of retirement

clock 06 October 2021 • 1 min read
Industry Voice: How to cascade wealth with 'reluctant giver' family members

Adviser tips

Industry Voice: How to cascade wealth with 'reluctant giver' family members

A regular gifting plan is not for everyone, yet it is still possible to build an intergenerational transfer plan. The right approach can cascade their wealth so that it remains invested.

clock 02 August 2021 • 4 min read
Industry Voice: 4 ways to demonstrate the value of a gifting strategy to a family

Adviser tips

Industry Voice: 4 ways to demonstrate the value of a gifting strategy to a family

The intergenerational wealth transfer opportunity is there for advisers that are willing to engage with both existing clients and their wider families.

clock 26 July 2021 • 4 min read
Industry Voice: Identifying the right households to speak to about gifting

Adviser tips

Industry Voice: Identifying the right households to speak to about gifting

Opportunities exist for more structured gifting plans if households and families understand the long-term impact gifting can have.

clock 19 July 2021 • 4 min read
Industry Voice: 5 ways for advisers to appeal to younger generations

Adviser tips

Industry Voice: 5 ways for advisers to appeal to younger generations

Younger generations are facing financial pressures and difficulties. But the prospects of Generation X and Millennials must be prioritised for advisers looking to grow their business.

clock 12 July 2021 • 3 min read
Industry Voice: Talking to your clients - simple steps for advisers to add value to annual reviews

Adviser tips

Industry Voice: Talking to your clients - simple steps for advisers to add value to annual reviews

Meeting with clients allows advisers to demonstrate their own value, as well as better understand their client’s financial goals. But what role should intergenerational wealth play in these annual conversations?

clock 05 July 2021 • 3 min read
234
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Which investments performed best over past 21 years?

21 June 2022 • 6 min read
02

PE-backed firm led by ex-Quilter FP boss to acquire Beaufort Group

20 June 2022 • 2 min read
03

Transact parent company to challenge £8m VAT ruling upheld by HMRC

21 June 2022 • 1 min read
04

Uncomfortable reading: 21 years punctuated by advice scandals

23 June 2022 • 17 min read
05

A view of advice then and now (2001 v 2022)

20 June 2022 • 7 min read
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