Business models

Celtic FP adds Chartered planner to expand London presence

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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

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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

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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

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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

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'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'

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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

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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

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'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

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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
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