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Your profession

Your profession

Mattioli Woods on the look out for more advice and pension firm acquisitions

Financial advice firm and wealth manager Mattioli Woods has sought to begin 2020 on the front foot by stating it is on the look out for more acquisitions.

clock 06 January 2020 • 1 min read

Your profession

Three things your clients may call you about this week …

Mini-bond advertisements, investing for the planet and writing one's will - here's our weekly heads-up on the financial stories that may have caught your clients' attention over the weekend …

clock 06 January 2020 • 2 min read

Your profession

Financial planner launches Facebook group for women in financial services

'Safe space'

clock 03 January 2020 • 1 min read

Your profession

Pension transfers considered among 2020's biggest opportunities by advisers

Client recommendations biggest opportunity

clock 03 January 2020 • 2 min read

People

Alan Moran: Here's what I've learned after 30 years in advice

Advice milestone

clock 03 January 2020 • 4 min read

Your profession

Chris Budd: The purpose of retirement

Purpose is the line that runs through financial wellbeing like the proverbial stick of Blackpool rock (or Brighton rock for those down South), writes Chris Budd, and this is particularly true when a person retires. Here, the co-founder of the Initiative...

clock 03 January 2020 • 3 min read

Your profession

WIFA winners and more female graduates: A year of diversity in financial advice

Diversity reloaded

clock 02 January 2020 • 4 min read

Your profession

Ex-IFP head Nick Cann receives New Year's honour for stroke work

Raised £120,000

clock 02 January 2020 • 2 min read

Companies

Quilter completes £445m sale of assurance business

The sale of Quilter's life assurance business to ReAssure has been confirmed.

clock 02 January 2020 • 1 min read

Your profession

Jack Rose: Taking the direct approach to yield via 'good old fashioned' lending

The direct lending market has grown at a remarkable rate over the last decade, writes Jack Rose, who argues investors have a number of options for accessing predictable, risk adjusted returns...

clock 30 December 2019 • 2 min read
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