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Your profession

Your profession

Does the advice industry really need new talent?

How can our industry attract young advisers?

clock 28 August 2015 •

Your profession

Dennis Hall: Why I've changed my mind on IFP-CISI merger

Why I've changed my mind on IFP-CISI merger

clock 28 August 2015 •

Your profession

Birthday Boy: IFA Keith Churchouse on 30 years in financial services

Birthday Boy: IFA Keith Churchouse on 30 years in financial services

clock 28 August 2015 •

Your profession

CISI chief's pledge to IFP members: 'We will not dilute financial planning'

CISI chief Simon Culhane on body's proposed merger with the IFP

clock 27 August 2015 •

Your profession

IFP splinter group could form if CISI merger fails financial planning

A group campaigning against the merger of the Institute of Financial Planning (IFP) and Chartered Institute for Securities and Investment (CISI) has pulled out after discovering the IFP did not have enough money to continue going alone.

clock 27 August 2015 •

Wrap/platforms

IFA Saunderson House targeting early-career clients

Advisory firm Saunderson House has credited a 25% upswing in the number of new clients with a strategic focus on building relationships with customers "earlier in their career".

clock 27 August 2015 •

Regulation

BlackRock acquires US robo-advice firm FutureAdvisor

Investment giant BlackRock has acquired US robo-advice business FutureAdvisor, through which it plans to reach out to the "mass affluent".

clock 27 August 2015 •

Regulation

Supervising social media: Advisers need to keep 'compliance in mind'

Why advice firms need a social media compliance policy

clock 26 August 2015 •

Pensions

It's all in the details: Three steps to insistent client heaven

It's all in the details: Three steps to insistent client heaven

clock 26 August 2015 •

Your profession

Man and boy: Alan Steel toasts 40 years since launching his IFA business

A quick Q&A with Alan Steel, who set up his IFA business 40 years ago this year

clock 26 August 2015 •
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