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Your profession

'No-nonsense' advice consultancy Masters of One set for launch

Your profession

'No-nonsense' advice consultancy Masters of One set for launch

Aims to give advisers ‘expert support minus confusing jargon’

clock 02 October 2024 • 1 min read
CII/PFS saga fuelled again as campaign group calls out 'questionable' actions

Your profession

CII/PFS saga fuelled again as campaign group calls out 'questionable' actions

Alasdair Walker comments on the CII’s latest board overhaul

clock 02 October 2024 • 2 min read
How the Quilter adviser school transformed into an academy

Companies

How the Quilter adviser school transformed into an academy

The academy now is looking to bring former sports professionals into advice

clock 02 October 2024 • 3 min read
PA360 North: Advisers urged to stay disciplined and let go of underperforming funds

Your profession

PA360 North: Advisers urged to stay disciplined and let go of underperforming funds

Advisers should avoid common pitfall of holding on to losing investments

clock 02 October 2024 • 1 min read
PA360 North: Providers 'behind' on retirement planning innovation

Your profession

PA360 North: Providers 'behind' on retirement planning innovation

'Advisers have been innovating but we have not quite caught up yet’

clock 01 October 2024 • 2 min read
PA360 North: 'Clients themselves can cause foreseeable harm'

Your profession

PA360 North: 'Clients themselves can cause foreseeable harm'

Advisers must consider how behavioural biases might cause foreseeable harm

clock 01 October 2024 • 2 min read
Tavistock sells advice businesses to Saltus

Companies

Tavistock sells advice businesses to Saltus

Deal valued at up to £37.8m

clock 01 October 2024 • 1 min read
Tavistock makes £2.2m Titan provision amid legal action

Companies

Tavistock makes £2.2m Titan provision amid legal action

Comes as Tavistock's advice business is snapped up by Saltus

clock 01 October 2024 • 2 min read
Inside look: Fintel's ambitious 'Bloomberg of retail' plans

Your profession

Inside look: Fintel's ambitious 'Bloomberg of retail' plans

Integration in focus as group pushes pause on deals

clock 30 September 2024 • 6 min read
Kingswood adviser numbers fall as losses shrink

Companies

Kingswood adviser numbers fall as losses shrink

Group reports H1 2024 results

clock 30 September 2024 • 2 min read
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