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Chris Budd: The purpose of retirement
Purpose is the line that runs through financial wellbeing like the proverbial stick of Blackpool rock (or Brighton rock for those down South), writes Chris Budd, and this is particularly true when a person retires. Here, the co-founder of the Initiative...
Ex-IFP head Nick Cann receives New Year's honour for stroke work
Raised £120,000
Quilter completes £445m sale of assurance business
The sale of Quilter's life assurance business to ReAssure has been confirmed.
Jack Rose: Taking the direct approach to yield via 'good old fashioned' lending
The direct lending market has grown at a remarkable rate over the last decade, writes Jack Rose, who argues investors have a number of options for accessing predictable, risk adjusted returns...
Naughty and nice: 2019's list
A yearly round-up
Tim Sargisson: Better engagement with the next generation must be a priority in 2020
Financial advisers are not doing enough to engage with clients' beneficiaries, writes Tim Sargisson, who lays out why engaging the next generation is so important for advisers and their businesses...
'The more the merrier' - Initiative for Financial Wellbeing on hunt for volunteers
410 people interested
Adviser retirement advice to focus on drawdown next year - Curtis Banks
Advisers look to secondary drawdown
PA's 10 most-read articles of 2019
Top 10 of 2019
Jenny Davidson: Personalisation at scale and the role of technology
In an environment where demand for personalisation is rising across a range of products and services, writes Jenny Davidson, financial advisers must follow suit and embrace new technology to offer individual investment preferences at scale…
Consolidator Harwood WM to put cash sale offer to shareholders
Company valued at £90m
Three things your clients may call you about this week …
What made financial headlines over the weekend?
LV= appoints new chief executive
12 month contract
FCA's Bailey confirmed as Carney successor at BoE
New Bank of England governor
SIPP provider buys ex-PFS president's firm
£65m assets under advice
Initiative for Financial Wellbeing publishes 'Grand Plan'
400 people shown interest in IFW
FCA's system error on DB transfer survey raises questions over data accuracy
320 could be affected
Chilli Financial: Fairstone continues spicy spending spree
Boosts firms North East presence
DFM Waverton Investment Management acquires London-based IFA
Combined £7bn under management
Simon Goldthorpe: How being a SWOT can help you grow your business
Boris Johnson may have tried to insult David Cameron by calling him a 'swot', writes Simon Goldthorpe, but, for IFA business owners, it may not be such a bad thing...
Northern IFA sponsors local sporting clubs
Sponsorship to support grassroots sports
Three things your clients may call you about this weekend…
What made financial headlines over the weekend?
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