ISS MI report reveals rising net sales with model portfolios driving growth
More consolidation of consolidators predicted
Biggest negative US sentiment swing for 15 years
Sound investment advice is a significant part of an advisor's role to help navigate markets and prepare clients for major life changes, but wellbeing should be a key consideration.
Simon Fettroll and Mark Ventham founded Cesta Financial Planning
Acquired business will ‘work closely’ with Titan Wealth Planning
‘We need to make financial advice a proper profession’
Proposal would take effect from December 2025 if approved
Advisers and clients have been transferred to Fortura Financial Partners