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Your profession

Industry tech trio partner for advice gap focussed tech offering

Technology

Industry tech trio partner for advice gap focussed tech offering

‘We are already seeing considerable appetite’

clock 04 March 2024 • 1 min read
Fintel-backed CRM specialist Plannr debuts to intermediary market

Technology

Fintel-backed CRM specialist Plannr debuts to intermediary market

Built and developed with pilot of 70 advisers over the last 12 months

clock 04 March 2024 • 2 min read
Advisers share their clients' biggest concerns right now

Your profession

Advisers share their clients' biggest concerns right now

Advisers, business owners and paraplanners share their thoughts

clock 04 March 2024 • 1 min read
Editor's View: When sales managers launch an advice firm

Adviser tips

Editor's View: When sales managers launch an advice firm

The editor's Friday Night Takeaway from 1 March

clock 01 March 2024 • 1 min read
Waverton and London & Capital set to merge as £17bn wealth manager

Your profession

Waverton and London & Capital set to merge as £17bn wealth manager

Backed by US private equity firm Lovell Minnick Partners

clock 01 March 2024 • 2 min read
Lawyer to adviser: Marcus Stirling on direct client benefit

People

Lawyer to adviser: Marcus Stirling on direct client benefit

‘Financial advice is all about commitment and people skills’

clock 01 March 2024 • 4 min read
Paraplanners confident despite worries the role is 'poorly defined'

Your profession

Paraplanners confident despite worries the role is 'poorly defined'

'A real concern and one where the sector must work together to address'

clock 01 March 2024 • 1 min read
Phillip Wickenden: Why my ADHD is both a gift and a curse

Your profession

Phillip Wickenden: Why my ADHD is both a gift and a curse

ADHD brains have their own rules of engagement

clock 01 March 2024 • 5 min read
Defaqto expands Engage to include all tech required for advice

Your profession

Defaqto expands Engage to include all tech required for advice

Single tool to include risk profiling, cashflow planning, ratings and more

clock 29 February 2024 • 1 min read
Paraplanners say they feel disconnected from advisers

Your profession

Paraplanners say they feel disconnected from advisers

They see this as a main blocker to doing their job effectively each day

clock 29 February 2024 • 1 min read
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