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Institute for Financial Wellbeing

Financial wellbeing: Does more money make us more happy?

Your profession

Financial wellbeing: Does more money make us more happy?

Chris Budd explores the accumulation of wealth

clock 16 August 2024 • 4 min read
Financial wellbeing: Four tips to help uncover deeper objectives

Your profession

Financial wellbeing: Four tips to help uncover deeper objectives

Helping clients reveal (and, often, discover) their real objectives

clock 02 July 2024 • 3 min read
Advisers must mediate between generations in wealth transfer planning

Your profession

Advisers must mediate between generations in wealth transfer planning

Advisers need to work on deeper relationships with clients’ children

clock 21 May 2024 • 1 min read
Advisers who ignore financial wellbeing 'not doing their job'

Your profession

Advisers who ignore financial wellbeing 'not doing their job'

‘Clients coming in do not understand they have a relationship with money’

clock 21 May 2024 • 2 min read
Ignoring diversity will impact your bottom line, advisers warned

Adviser tips

Ignoring diversity will impact your bottom line, advisers warned

Financial services still has work to do on equality and inclusion

clock 21 May 2024 • 2 min read
Financial wellbeing: Why wealth is bad for your health

Your profession

Financial wellbeing: Why wealth is bad for your health

'Thinking about money is a huge source of stress'

clock 05 January 2023 • 3 min read
Mechanics and guides: The growing trend of dual role advisers

Your profession

Mechanics and guides: The growing trend of dual role advisers

‘We're trying to upskill every adviser to have those deeper conversations’

clock 12 December 2022 • 6 min read
Chris Budd: Why I believe financial planners are 'doing it wrong'

Your profession

Chris Budd: Why I believe financial planners are 'doing it wrong'

IFW founder speaks at the PFS Festival of Financial Planning            

clock 02 November 2022 • 2 min read

Your profession

Initiative for Financial Wellbeing on the hunt for partners

375 people signed up

clock 04 November 2019 • 1 min read
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