Your profession

Paraplanners demand technology upgrades and 'better integration'

Technology

Paraplanners demand technology upgrades and 'better integration'

Majority believe the technology they use could be upgraded

clock 05 September 2023 • 2 min read
Helping clients choose the right executors for their will

Your profession

Helping clients choose the right executors for their will

A role that carries significant responsibility

clock 05 September 2023 • 4 min read
Fidelity platform allows access to 'greater' client data

Your profession

Fidelity platform allows access to 'greater' client data

The initiative comes as advisers demand improved business efficiencies

clock 04 September 2023 • 2 min read
Single women's pension income now 40% lower than men

Your profession

Single women's pension income now 40% lower than men

Total pension income for single women is £18,825 per year on average

clock 04 September 2023 • 1 min read
FSCS declares British Steel-linked advice firm in default

Your profession

FSCS declares British Steel-linked advice firm in default

MLM Wealth Management officially failed on 2 September

clock 04 September 2023 • 1 min read
Ex-Brooks Macdonald director launches wealth management firm

Your profession

Ex-Brooks Macdonald director launches wealth management firm

Five Horizons will join P1 alongside other investment managers

clock 04 September 2023 • 1 min read
Perspective makes three further acquisitions adding £250m in AUM

Your profession

Perspective makes three further acquisitions adding £250m in AUM

The firm is to complete seven more deals in the coming months

clock 04 September 2023 • 1 min read
Former Newcastle Falcons rugby players score roles as advisers

Your profession

Former Newcastle Falcons rugby players score roles as advisers

Alex Tait and Will Welch have joined Professional Wealth Management

clock 04 September 2023 • 1 min read
Edinburgh firm Chiene + Tair bought out by its own management team

Your profession

Edinburgh firm Chiene + Tair bought out by its own management team

The deal will see the duo take on full ownership from existing shareholders

clock 04 September 2023 • 1 min read
The ten biggest news stories you may have missed over summer

Your profession

The ten biggest news stories you may have missed over summer

We look back at the most-read news stories from June, July and August

clock 04 September 2023 • 2 min read