Amanda Cassidy

Quilter Financial Planning names managing director

People

Quilter Financial Planning names managing director

Steve Fryett to retire

clock 21 January 2026 • 2 min read
Advice CEOs point to tech and demand as key growth drivers

Technology

Advice CEOs point to tech and demand as key growth drivers

Regulation and operational efficiency cited as barriers

clock 12 February 2025 • 2 min read
Financial advisers double down on client retention and acquisition in 2025

Your profession

Financial advisers double down on client retention and acquisition in 2025

Retaining and attracting clients in a shifting financial landscape

clock 16 January 2025 • 3 min read
Quilter adviser school revamps qualifications as head exits

Your profession

Quilter adviser school revamps qualifications as head exits

Julian Hince to ‘pursue career outside Quilter Financial Adviser School’

clock 23 March 2023 • 2 min read
Male paraplanners twice as likely to want to be an adviser than females - Quilter

Your profession

Male paraplanners twice as likely to want to be an adviser than females - Quilter

‘Time to break the vicious cycle’

clock 31 May 2022 • 3 min read
Unconscious bias: Female advisers on working in a 'boys club'

Your profession

Unconscious bias: Female advisers on working in a 'boys club'

'A hard cycle to break'

clock 08 April 2022 • 4 min read
Quilter FP's Cassidy: Advice profession must tackle gender imbalance

Your profession

Quilter FP's Cassidy: Advice profession must tackle gender imbalance

‘Room for improvement’

clock 28 February 2022 • 3 min read
Quilter Financial Advisers names Brooks Macdonald's Keane-Munday as national sales director

Your profession

Quilter Financial Advisers names Brooks Macdonald's Keane-Munday as national sales director

He joins from Brooks Macdonald

clock 10 January 2022 • 1 min read
The business case for diversity is clear - yet advisers are slow off the mark

Your Business

The business case for diversity is clear - yet advisers are slow off the mark

Diversity in advice sector 'poor'

clock 16 September 2021 • 6 min read
Hybrid advice model boom: Can smaller adviser firms enter the arena?

Your Business

Hybrid advice model boom: Can smaller adviser firms enter the arena?

Pandemic has increased demand

clock 09 September 2021 • 7 min read