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Your profession

Kingswood acquires Barry Fleming & Partners for £6.2m

Your profession

Kingswood acquires Barry Fleming & Partners for £6.2m

Berkshire-based business latest purchase by consolidator

clock 15 December 2022 • 2 min read
Adviser confidence on sustainability decisions for clients on the rise

Your profession

Adviser confidence on sustainability decisions for clients on the rise

ESG queries from clients are starting to filter through onto adviser's radars

clock 15 December 2022 • 1 min read
Are you happy? Advisers reflect on their choice of career in new research

Adviser tips

Are you happy? Advisers reflect on their choice of career in new research

Findings follow a difficult few years marred by economic upset

clock 14 December 2022 • 2 min read
Sustainable Investment Festival 2023: Register now for key PA event!

Green

Sustainable Investment Festival 2023: Register now for key PA event!

The festival will take place in London on 14-15 June next year

clock 13 December 2022 • 2 min read
Big leap in IFAs seeking move to Europe to avoid passporting barriers

Your profession

Big leap in IFAs seeking move to Europe to avoid passporting barriers

Advisers 'may like a new life in the sun like their clients'

clock 13 December 2022 • 2 min read
Ten questions to ask your client before offering financial advice

Your profession

Ten questions to ask your client before offering financial advice

The EFPA says the client and adviser 'must work hand in hand'

clock 13 December 2022 • 7 min read
Mechanics and guides: The growing trend of dual role advisers

Your profession

Mechanics and guides: The growing trend of dual role advisers

‘We're trying to upskill every adviser to have those deeper conversations’

clock 12 December 2022 • 6 min read
Why advisers say Consumer Duty will help vulnerable clients

Your profession

Why advisers say Consumer Duty will help vulnerable clients

Advisers say client communications and outcomes need to be bespoke

clock 12 December 2022 • 6 min read
Why building trust in every aspect of financial advice is important

Your profession

Why building trust in every aspect of financial advice is important

It is vital to establish trust before a meeting, advisers say

clock 12 December 2022 • 5 min read
Editor's View: Diving deep on the meaning of value for money

Adviser tips

Editor's View: Diving deep on the meaning of value for money

The editor's Friday Night Takeaway from 9 December

clock 12 December 2022 • 1 min read
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