Investing in the profession

How advisers can attract younger investors - PIMFA's Under 40 Leadership Committee

Your profession

How advisers can attract younger investors - PIMFA's Under 40 Leadership Committee

'Deliver regulated advice via technology'

clock 20 May 2022 • 3 min read
Young investors driving force behind ESG rise - PIMFA 'Under 40 leadership' forum

Your profession

Young investors driving force behind ESG rise - PIMFA 'Under 40 leadership' forum

‘Make your money matter'

clock 16 May 2022 • 3 min read
CISI launches updated Wayfinder website to help savers find financial planners

Your profession

CISI launches updated Wayfinder website to help savers find financial planners

‘Improved search experience’

clock 23 March 2022 • 1 min read
Vast majority not consulted adviser about their will - LV=

Your profession

Vast majority not consulted adviser about their will - LV=

30 million parents want to leave wealth       

clock 14 March 2022 • 3 min read
More women seek financial advice as post-lockdown divorces rise, advisers say

Your profession

More women seek financial advice as post-lockdown divorces rise, advisers say

'No longer a big scary journey'

clock 12 January 2022 • 3 min read
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

Your profession

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
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
Most read
01

Firms told they are 'too focused' on numbers rather than services

22 September 2023 • 2 min read
02

Peer-to-peer market grows as advisers seek further diversification

22 September 2023 • 4 min read
03

Advisers have an 'awful lot left to do' on Consumer Duty 'journey'

21 September 2023 • 1 min read
04

FCA cancels advice firm's permissions over £11,000 unpaid fees

21 September 2023 • 1 min read
05

Financial advisers seek certainty on pension taxation

19 September 2023 • 1 min read