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Your profession

Quilter CEO Paul Feeney to step down at the end of the month

People

Quilter CEO Paul Feeney to step down at the end of the month

Replaced by Steven Levin who has worked at the firm since 1998

clock 10 October 2022 • 1 min read
Editor's View: IFAs on the warpath over lifestyling strategies

Adviser tips

Editor's View: IFAs on the warpath over lifestyling strategies

The editor's Friday Night Takeaway from 7 October

clock 07 October 2022 • 1 min read
41% of IFAs more stressed after Mini Budget than GFC

Your profession

41% of IFAs more stressed after Mini Budget than GFC

The economy found to be causing IFAs stress outside of work too

clock 07 October 2022 • 2 min read
Planners facing difficult clients encouraged to be clear with expectations

Adviser tips

Planners facing difficult clients encouraged to be clear with expectations

A break down on how challenging client conversations can be met

clock 07 October 2022 • 3 min read
Motivate yourself before motivating clients, advisers told

Your profession

Motivate yourself before motivating clients, advisers told

Call for planners and advisers to focus on internal change and improvement

clock 06 October 2022 • 2 min read
PA360 North: Tech cannot replace relationships of trust

Technical

PA360 North: Tech cannot replace relationships of trust

Industry experts debate the pros and cons of a hybrid work world

clock 05 October 2022 • 2 min read
PA360 North: 'Embrace technology, make the best use of it'

Technology

PA360 North: 'Embrace technology, make the best use of it'

‘We've seen huge increase in productivity as a consequence of technology’

clock 05 October 2022 • 2 min read
Succession Wealth adds £800m AUM with latest IFA acquisition

Your profession

Succession Wealth adds £800m AUM with latest IFA acquisition

Succession has bought Yorkshire-based G+E Wealth Management

clock 05 October 2022 • 1 min read
Good Money Week: FCA 'will not be making any value judgments'

Green

Good Money Week: FCA 'will not be making any value judgments'

‘It's not for the regulator to say a product can only be sustainable if it is doing X’

clock 03 October 2022 • 3 min read
Derbyshire IFA wins CII award for building trust in financial planning

Your profession

Derbyshire IFA wins CII award for building trust in financial planning

David Armé praised for ‘dispelling misinformation’ about the industry

clock 03 October 2022 • 1 min read
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