Rebecca Jones takes a look at the challenges and rewards brought by clients in receipt of large cash windfalls.
What to do with a big cash windfall is, for most, a problem both dreamt up and solved during a Saturday night in the local. For a lucky few, though, this fantasy can become a reality and, in these cases,...
Keep your paraplanners close
Dominic Sanzari, 26, was an unhappy accountant but now he's an ecstatic associate financial planner. Here he explains how the Succession Wealth graduate programme enabled his dream to become reality
That Friday feeling
Company decision making is rarely rational
10 common advice errors
George Crowdy joins from Janus Henderson
Are we rewarding the right things?
Target five colleges first
Re-platforming went well