How can our industry attract young advisers?
Why I've changed my mind on IFP-CISI merger
Birthday Boy: IFA Keith Churchouse on 30 years in financial services
CISI chief Simon Culhane on body's proposed merger with the IFP
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.
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".
Investment giant BlackRock has acquired US robo-advice business FutureAdvisor, through which it plans to reach out to the "mass affluent".
Why advice firms need a social media compliance policy
It's all in the details: Three steps to insistent client heaven
A quick Q&A with Alan Steel, who set up his IFA business 40 years ago this year