Your profession

Three things your clients may call you about this week ...

Your profession

Three things your clients may call you about this week ...

The Times frustrates advisers

clock 02 August 2021 • 2 min read
Industry Voice: How to cascade wealth with 'reluctant giver' family members

Adviser tips

Industry Voice: How to cascade wealth with 'reluctant giver' family members

A regular gifting plan is not for everyone, yet it is still possible to build an intergenerational transfer plan. The right approach can cascade their wealth so that it remains invested.

clock 02 August 2021 • 4 min read

Your profession

Continuum adds five advisers as net assets grow by £300m in H1

Half year results

clock 30 July 2021 • 2 min read

Your profession

Neil Moles: Delivering the service we're paid to provide

Getting what you pay for

clock 30 July 2021 • 4 min read

Your profession

Advisers were paid £3.6bn in fees in 2020 - FCA data

£4.4bn in revenue

clock 29 July 2021 • 2 min read

Companies

Raymond James set to buy Charles Stanley for £278.9m

Growing UK wealth management business

clock 29 July 2021 • 2 min read

Your profession

CISI confirms it will offer Chartered status to Certified members

'Real positive' for CISI members

clock 28 July 2021 • 2 min read

Your profession

Perspective secures four IFA acquisitions

Adds £350m AUM

clock 28 July 2021 • 2 min read

Your profession

Mark Devlin: Is redundancy sacrifice an elegant solution to a complicated problem?

Consequence of pandemic

clock 28 July 2021 • 4 min read

Your profession

Financial advisers adapt to a post-pandemic world

Back to normal?

clock 27 July 2021 • 4 min read