Business models

Celtic FP adds Chartered planner to expand London presence

Your profession

Celtic FP adds Chartered planner to expand London presence

Wales-headquartered Celtic Financial Planning has added Victoria Nabarro to its Canary Wharf-based London team as it expands its London presence.

clock 16 November 2021 • 2 min read
Chris Jones: How advice firms can grow profits in a high inflation world

Your Business

Chris Jones: How advice firms can grow profits in a high inflation world

Keep on truckin’ – or take a different road?

clock 12 November 2021 • 6 min read
Suffolk adviser Beckett IM buys local IFA

Your profession

Suffolk adviser Beckett IM buys local IFA

Paul Schwer to retire

clock 05 November 2021 • 1 min read
HNW investors under 25 three times as likely to invest in ESG as over-65s

Your profession

HNW investors under 25 three times as likely to invest in ESG as over-65s

Research from Saltus Wealth Index

clock 01 November 2021 • 2 min read
'Lack of empathy': Former PFS president scolds CII as website crashes on exam day

Your profession

'Lack of empathy': Former PFS president scolds CII as website crashes on exam day

'Affecting members' mental health'

clock 29 October 2021 • 3 min read
Quilter hunts for regional financial planning managers to monitor 'sales strategy'

Your profession

Quilter hunts for regional financial planning managers to monitor 'sales strategy'

'Sales management' a key responsibility

clock 20 October 2021 • 2 min read
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: Has the pandemic changed the level of investment outsourcing?

Business models

Industry Voice: Has the pandemic changed the level of investment outsourcing?

Schroder Adviser Pulse Survey provides some insight

clock 13 September 2021 • 4 min read
Most read
01

Transfer values continue to plummet in April - XPS

24 May 2022 • 2 min read
02

HSBC AM's 'head of irresponsible investment' condemned over climate speech

20 May 2022 • 3 min read
03

Brooks Macdonald acquires Warwickshire-based IFA

23 May 2022 • 2 min read
04

Industry Voice: Net Zero - do we really understand what it means?

23 May 2022 • 5 min read
05

Dealing with private equity 'like getting into bed with a gorilla'

23 May 2022 • 1 min read