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Your profession

Cooper Parry Wealth adds £220m AUM with latest acquisition

Your profession

Cooper Parry Wealth adds £220m AUM with latest acquisition

Third acquisition of 2023 for CPW and sixth for wider group

clock 08 November 2023 • 1 min read
Advisers under greater pressure as clients demand 'more from less'

Your profession

Advisers under greater pressure as clients demand 'more from less'

Meeting client expectations will be their ‘biggest business challenge’

clock 08 November 2023 • 1 min read
Financial planning 'significantly' affects retirement confidence

Your profession

Financial planning 'significantly' affects retirement confidence

Those without a detailed retirement plan have the lowest confidence

clock 08 November 2023 • 1 min read
Why developing a hybrid advice proposition makes sense

Technology

Why developing a hybrid advice proposition makes sense

Hybrid advice has scope to address the holistic needs individual

clock 08 November 2023 • 5 min read
Talk Money Week: Retirement planning needs open discussion

Your profession

Talk Money Week: Retirement planning needs open discussion

Talk Money Week is in full swing from 6-10 November

clock 07 November 2023 • 1 min read
Chancellor urged to abolish IHT in upcoming Autumn Statement

Your profession

Chancellor urged to abolish IHT in upcoming Autumn Statement

Hunt should ‘seize the opportunity and scrap this hated tax,’ deVere CEO says

clock 07 November 2023 • 2 min read
DB membership gives more retirement confidence than DC

Your profession

DB membership gives more retirement confidence than DC

Confidence to reduce due to ‘dwindling numbers’ of DB arrangements

clock 07 November 2023 • 2 min read
True Potential names chair and makes further board changes

Your profession

True Potential names chair and makes further board changes

Andrew Sibbald has replaced David Harrison as chair of the board

clock 07 November 2023 • 2 min read
Söderberg & Partners launches Seccl-powered adviser platform

Companies

Söderberg & Partners launches Seccl-powered adviser platform

The firm says there will be several additional platform functions in 2024

clock 06 November 2023 • 1 min read
Behavioural psychology key to understanding clients, industry agrees

Your profession

Behavioural psychology key to understanding clients, industry agrees

Advisers, business owners and paraplanners share their thoughts

clock 06 November 2023 • 1 min read
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