Your profession
Three things your clients may call you about this week …
What made financial headlines over the weekend?
Baillie Gifford's James Budden: 'The star manager? Not for us'
Baillie Gifford's James Budden talks to Jayna Rana about taking a joint approach to open and closed-ended funds and why the group has launched a campaign calling out firms it sees as 'dragging down the industry'
Revealed: First adviser shortlists for the 2019 PA Awards
First quartet of Adviser Firm categories
Jonathan Warren: Can the digital wealth model ever be profitable?
Successful tie-ups
Brexit implementation could hit UK with raft of FS legislation - FCA
Could be forced to accept "more than 30" new rules
Premier AM's profits jump 38% but Brexit threatens short-term flows
AUM up to record high
Millennial Money: 'Gen X will be the worst-off in retirement'
Millennial Money - Episode 3
Quilter acquires three financial planning firms
£90m AUA added
PIMFA calls for 'urgent review' of FSCS following £69m extra levy
£405m levy total
Threesixty clients offered bespoke Dynamic Planner service
Offered to 900 client firms
Mark Loosmore: How client portals make for happy customers
Transformational changes
Sesame Bankhall makes senior management hire and multiple changes
Hire from Standard Life
Brewin Dolphin profits up 10.7% in year of 'disciplined implementation'
Full-year results
Simon Binney: Artificial intelligence - a new mindset is needed
Disruption has started
Paul Armson: How an outburst changed my perspective on money
INDUSTRY VOICE: Vanguard's Adviser Stories are a series exploring adviser-client relationships.
Advice firm revamps DB transfer service following FCA guidance
End-to-end DB service
AMPS appoints Claire Trott as first female chairman
Aims to 'unite industry'
'Be reasoned and reasonable with cashflow planning' - Rory Percival
Common-sense approach
Rathbones CEO Howell to retire in 2019 handing role to Stockton
Stockton joined in 2008
AJ Bell float price implies £626m-£675m market cap
Prospectus expected today
Mickey Morrissey: Advising the next generation of clients
Informed consumers
£500,000 'tipping point' for over-50s to seek advice - research
One in five 'would never take advice'
Three things your clients may call you about this week …
What made financial headlines over the weekend?
COVER announces inaugural Mental Health Forum
In London on 5 March 2019
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