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Neil Moles

The adviser as platform debate: Look at the bigger picture

Wrap/platforms

The adviser as platform debate: Look at the bigger picture

The well-trodden debate over the pros and cons rages on

clock 17 May 2023 • 4 min read
Cultivating an advice profession makes long-term commercial sense

Your profession

Cultivating an advice profession makes long-term commercial sense

Culture and values are becoming recognised as ever more important

clock 24 February 2023 • 4 min read
Progeny Wealth achieves corporate Chartered status from CII

Your Business

Progeny Wealth achieves corporate Chartered status from CII

‘Corporate Chartered status is in my view the engine of professionalising the industry’

clock 10 January 2023 • 2 min read
Progeny acquires Lewis Brownlee Financial Services

Your profession

Progeny acquires Lewis Brownlee Financial Services

Latest acquisition takes the firm’s AUM to nearly £7bn

clock 22 November 2022 • 2 min read
Uncovering new insights into intergenerational wealth transfer

Your Business

Uncovering new insights into intergenerational wealth transfer

'The results made stark reading for the advice industry'

clock 05 October 2022 • 5 min read
Lack of inheritance planning risks 'missed opportunities'

Your Business

Lack of inheritance planning risks 'missed opportunities'

Progeny research found just 3% planned inheritance with IFA

clock 05 October 2022 • 3 min read
Private equity-backed Progeny to acquire Edinburgh adviser

Your Business

Private equity-backed Progeny to acquire Edinburgh adviser

Scottish expansion

clock 11 July 2022 • 2 min read
Progeny Adviser Academy opens applications for 2022 intake  

Your profession

Progeny Adviser Academy opens applications for 2022 intake  

Six set to join in September

clock 07 July 2022 • 2 min read
Progeny acquires international advice business The Fry Group

Your profession

Progeny acquires international advice business The Fry Group

The Fry Group

clock 28 June 2022 • 2 min read
Neil Moles: Everything and nothing has changed in 21 years

Your Business

Neil Moles: Everything and nothing has changed in 21 years

Many happy returns...

clock 24 June 2022 • 6 min read
123
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Intelliflo launches all-in-one single system platform capability 

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Carolines on the move: FSCS and Maps both confirm CEO departures

06 June 2023 • 1 min read
03

What makes a great business development manager?

06 June 2023 • 5 min read
04

Consumer Duty: Five issues advisers must consider before 31 July

05 June 2023 • 4 min read
05

Nudging your way to a higher retirement income

06 June 2023 • 8 min read
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