Your profession

Your profession

Institute for Financial Wellbeing temporarily changes name and unveils exec team

Cannot yet call itself an institute

clock 21 October 2019 • 1 min read

Your profession

Sanlam told to compensate client for 1988 savings plan sale

Bought plans in 1988 and 1989

clock 18 October 2019 • 2 min read

Your profession

Adviser-led Institute of Financial Wellbeing reaches 335 members

Launched 25 September

clock 18 October 2019 • 1 min read

Your profession

British Steel advice and a Woodford round-up... It's The Pro Adviser Podcast

Special guest

clock 18 October 2019 • 1 min read

Your profession

Clever Adviser launches PROD guide

Free guide

clock 18 October 2019 • 1 min read

Technology

NextWealth launches tech directory for adviser firms

1,400 reviews of adviser technology

clock 17 October 2019 • 2 min read

Your profession

PA360 North: 'Don't adopt biases' on millennial clients

To engage next generation

clock 17 October 2019 • 1 min read

Your profession

PA360 North: CII/SJP qualification was well-intentioned 'mistake'

Now accessible to all

clock 17 October 2019 • 2 min read

Regulation

PA360 North: Advisers 'still' confusing capacity for loss and risk says Percival

Speaking at PA360 North

clock 17 October 2019 • 1 min read

Investment

Brooks Macdonald co-founder to step down after 28 years

Jon Gumpel leaving in March 2020

clock 16 October 2019 • 2 min read