Your profession
Three things your clients may call you about this week...
Share tips that are "worse than guessing", Waspi compensation and the state pension - here's our weekly heads-up on the financial stories that may have caught your clients' attention over the weekend …
PA Women in Financial Advice Awards 2020 - last chance for nominations
Deadline for nominations is 17 January
Regulatory resolutions and a 'SIPP on the side'… It's The Pro Adviser Podcast
It’s The Pro Adviser Podcast
Ruth Sturkey: My cashflow planning light bulb moment
'Accelerate your evolution today'
Dennis Hall: How Yellowtail Financial Planning made a four day week work
That Friday feeling
Sussex advice firm being wound up following SVS Securities British Steel debacle
Caretaker director appointed
Paul Resnik: Why I disagree there are 'no standout risk tools'
In this piece Paul Resnik bemoans the fact there are still no rigorously-tested standards for risk tools that enable advisers to make a fully informed comparison about providers, arguing there tools in the market that use 'gamble' questions and those...
Welsh advice firm enters administration after raft of SIPP complaints
14 upheld FOS decisions
Advicefront integrates with Intelliflo's Intelligent Office software
Adviser tech platform Advicefront has integrated with Intelliflo’s business management software Intelligent office (iO).
Breaking the mould: How one adviser profitably serves younger clients
Breaking the mould
Lumin Wealth hopes to acquire 'at least two' firms in 2020
Following recent acquisitions
Adviser's client accidentally saves £5,000 in jam jars
'Forgot' about extra cash
Lumin Wealth makes second adviser acquisition
Acquired London-based firm
Tom Dunbar: Putting a number on the value of advice
Royal London, in conjunction with the International Longevity Centre recently put a number on how much financial advice is worth to those who receive it. Here, Tom Dunbar elaborates on the findings of that research...
Chancellor to 'usher in decade of renewal' in 11 March Budget
Sajid Javid to 'make good' on election commitments
Kerry Nelson: Why we IFAs should sell more protection
Like many others, Kerry Nelson has been making the argument that the industry needs to advise and instigate more protection for more than a decade. Here, she explains why more advisers should get involved in the protection game...
Tenet Group acquires two Bromley IFAs
New South East hub
2019: The good, the bad and the ugly
Feelin' lucky, punk?
Mattioli Woods on the look out for more advice and pension firm acquisitions
Financial advice firm and wealth manager Mattioli Woods has sought to begin 2020 on the front foot by stating it is on the look out for more acquisitions.
Three things your clients may call you about this week …
Mini-bond advertisements, investing for the planet and writing one's will - here's our weekly heads-up on the financial stories that may have caught your clients' attention over the weekend …
Pension transfers considered among 2020's biggest opportunities by advisers
Client recommendations biggest opportunity
Alan Moran: Here's what I've learned after 30 years in advice
Advice milestone
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