Anna Sofat

Crypto confidence: Advisers share experiences and tips

Your Business

Crypto confidence: Advisers share experiences and tips

'Team up with experts'

clock 15 August 2022 • 4 min read
'Winner is the client': Advisers react to new Consumer Duty rules

Your profession

'Winner is the client': Advisers react to new Consumer Duty rules

Importance of regular client contact

clock 27 July 2022 • 3 min read
'House of cards': Advisers question new Chancellor's prospects

Economics / Markets

'House of cards': Advisers question new Chancellor's prospects

Zahawi replaces Sunak

clock 06 July 2022 • 4 min read
PA360: Thinking 'outside the box' key to successful recruitment

Your profession

PA360: Thinking 'outside the box' key to successful recruitment

'Attitude over skill'

clock 27 April 2022 • 3 min read
Family dynamics: Why intergenerational wealth transfer strategies matter

Your Business

Family dynamics: Why intergenerational wealth transfer strategies matter

‘Family dynamics, financial education and emotions’

clock 14 September 2021 • 11 min read

Your profession

A year and a day: Advisers discuss 'mixed bag' of working from home during the pandemic

Lines of communication

clock 24 March 2021 • 6 min read

Adviser tips

Anna Sofat: Lessons from starting my first business

Necessity really is the mother of invention

clock 13 October 2020 • 3 min read

Your profession

How three financial planning firms are tackling Covid-19

'No more face-to-face'

clock 16 March 2020 • 5 min read

Your profession

Anna Sofat: Why women are opting out of corporate culture

'Sticky middle to the C-suite' is the problem

clock 10 March 2020 • 2 min read

Your profession

National IFA acquires London-based Addidi Wealth

WIFA winner

clock 10 December 2019 • 1 min read