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Your profession

Aegon takes on 215 Nationwide advisers in partnership deal

Your profession

Aegon takes on 215 Nationwide advisers in partnership deal

Advisers to join Aegon UK as part of extended partnership

clock 10 August 2023 • 1 min read
Nutmeg CEO Sanjiv Somani exits digital wealth manager

People

Nutmeg CEO Sanjiv Somani exits digital wealth manager

Somani was in top job at Nutmeg for under a year

clock 10 August 2023 • 1 min read
Chester firm with British Steel links declared failed after FSCS probe

Your profession

Chester firm with British Steel links declared failed after FSCS probe

Lifeboat fund confirmed it was investigating in April

clock 10 August 2023 • 1 min read
National advice firm LEBC Group enters administration

Your profession

National advice firm LEBC Group enters administration

The Bristol-based firm has appointed insolvency practitioners

clock 10 August 2023 • 1 min read
Quilter upgraded to 'neutral' thanks to adviser headcount rise

Your profession

Quilter upgraded to 'neutral' thanks to adviser headcount rise

Quilter's turnaround pushes analysts' expectations for the firm

clock 09 August 2023 • 1 min read
Advisers risk client loss over intergenerational strategy failures

Your profession

Advisers risk client loss over intergenerational strategy failures

Advisers have been urged to ‘develop and deploy’ engagement skills

clock 09 August 2023 • 2 min read
HNWs considering working for longer following LTA removal

Your profession

HNWs considering working for longer following LTA removal

The majority of HNW individuals plan to take advantage of the tax change

clock 09 August 2023 • 2 min read
Advisers seeing clients withdraw funds due to uncertain economy

Your profession

Advisers seeing clients withdraw funds due to uncertain economy

Clients wish to ‘plug the financial shortfall’ amid the cost of living crisis

clock 09 August 2023 • 1 min read
ESG engagement: Why storytelling for sustainability matters

Green

ESG engagement: Why storytelling for sustainability matters

'Planners can play a critical role in shaping retail investor behaviour'

clock 09 August 2023 • 4 min read
Advisers urged to consider happiness in financial planning

Your profession

Advisers urged to consider happiness in financial planning

Chris Budd believes it is important to create a financial plan to be happy

clock 09 August 2023 • 2 min read
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