Your profession

Chris Budd: Financial advice might make clients less happy

Your profession

Chris Budd: Financial advice might make clients less happy

The Story and The Situation

clock 17 December 2021 • 4 min read
Mattioli Woods eyes more acquisitions as integrations on track

Your profession

Mattioli Woods eyes more acquisitions as integrations on track

'Substantial opportunities'

clock 17 December 2021 • 1 min read
SJP academy sees more than 200 graduate

Your profession

SJP academy sees more than 200 graduate

801 graduates so far

clock 16 December 2021 • 1 min read
IWP finalises 30th acquisition with Throgmorton Wealth Management purchase

Your profession

IWP finalises 30th acquisition with Throgmorton Wealth Management purchase

'50 firms by 2025'

clock 16 December 2021 • 2 min read
CII returns to historic local institute funding model

Your profession

CII returns to historic local institute funding model

Equitable sharing of £1.5m

clock 15 December 2021 • 1 min read
ESG will become a 'hygiene factor' - PA360 North panellist

Your profession

ESG will become a 'hygiene factor' - PA360 North panellist

Panel at PA360 North

clock 15 December 2021 • 2 min read
Canaccord Genuity to acquire Punter Southall Wealth

Your profession

Canaccord Genuity to acquire Punter Southall Wealth

An "exciting" strategic opportunity

clock 14 December 2021 • 2 min read
Financial services firms 'falling short' on diversity and inclusion

Your profession

Financial services firms 'falling short' on diversity and inclusion

Average score of 65 out of 100

clock 13 December 2021 • 2 min read
Advisers have to 'suck it up' on risk assessment requirements

Your profession

Advisers have to 'suck it up' on risk assessment requirements

‘It isn’t easy’

clock 09 December 2021 • 1 min read
Advice should enable clients to live 'happier, more fulfilled lives'

Your profession

Advice should enable clients to live 'happier, more fulfilled lives'

Incorporating the Financial Wellbeing Index

clock 09 December 2021 • 2 min read