'Robo-advice' has been the buzz-phrase of the industry of late. Tom Ellis talks to Bradbury Hamilton managing director Sheriar Bradbury about the future of technology and the importance of engaging millennials in personal finance...
The financial advice industry has increasingly turned its focus on technology in an effort to close the so-called 'advice gap' - the lack of access for many to regulated advice. This work intensified...
Filling Christopher Woodlard’s shoes
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
Taking up role on 1 March
Wealth manager with advice arm
Replaced by Robin Beer
0.15% account fees
the lang cat heatmap
Frank Potaczek, Head of UK Proposition at Architas, gives his thoughts on the Professional Adviser survey into sustainable investing and discusses how advisers can respond to the increased interest in this area.
After recently presenting to more than 200 advisers across five locations around the country on PA's Multi-Asset Roadshow, Brendan McCurdy takes offers up six takeaways for advisers from the two week journey...
Ongoing fee structure