Your profession

For your reading pleasure...

Body wants to act more as 'facilitator'

The pace of change is set to increase next year

Do you ask clients the right questions?

The government has been urged to prioritise simpler guidance, more widespread advice and better retirement products to help people save for retirement, with robo-advice singled out as a possible solution.

The Financial Advice Market Review (FAMR) could herald the return of banks and product providers offering mass-market advice propositions, Sesame Bankhall Group (SBG) executive chairman John Cowan has said.

Proud to be a family office

Expertise applied ad-hoc for a fixed fee

Insurer Zurich has appointed Jim Sykes as interim head of its UK Life business after Gary Shaughnessy was moved to head the global division.

A number of key financial dates recur every year, and it's just as important your clients know about them than you do.