Institute for Financial Wellbeing

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 23 November 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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Perspective acquires East Sussex-based advice firm

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It's time to be honest about the complexities of sustainable investing

05 December 2022 • 6 min read
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Misconceptions: Why does protection have an image problem?

05 December 2022 • 5 min read
04

Prepare, don't predict: It pays to stay humble in fluctuating markets

05 December 2022 • 3 min read
05

Phoenixing: FCA may use deed polls to ensure firms' past liabilities met

05 December 2022 • 3 min read