Business models

SJP compensates client for lack of advice fee clarity and delayed service

Your profession

SJP compensates client for lack of advice fee clarity and delayed service

Client was left to borrow from family

clock 17 December 2021 • 3 min read
SJP academy sees more than 200 graduate

Your profession

SJP academy sees more than 200 graduate

801 graduates so far

clock 16 December 2021 • 1 min read
IWP finalises 30th acquisition with Throgmorton Wealth Management purchase

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IWP finalises 30th acquisition with Throgmorton Wealth Management purchase

'50 firms by 2025'

clock 16 December 2021 • 2 min read
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

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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

Your profession

Private equity investor backs national IFA launch

One Four Nine Group launches with two acquisitions

clock 19 October 2021 • 2 min read
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