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Progeny

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
Can your business succeed by failing intelligently?

Your Business

Can your business succeed by failing intelligently?

'The first step in failing intelligently is to take responsibility'

clock 25 November 2022 • 4 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
How to set up an advice business digital transformation strategy

Your Business

How to set up an advice business digital transformation strategy

Call to identify business needs, goals and desired outcomes

clock 19 October 2022 • 5 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
Progeny appoints ex-KPMG man to head acquisition strategy

Companies

Progeny appoints ex-KPMG man to head acquisition strategy

Stewart Cape joins advice and tax business

clock 06 September 2022 • 2 min read
Tim Thompson-Rye: Data - advice firms' most valuable asset

Technology

Tim Thompson-Rye: Data - advice firms' most valuable asset

Business gains, client gains

clock 09 August 2022 • 4 min read
Progeny launches summer school to attract young talent  

Your profession

Progeny launches summer school to attract young talent  

‘Not the most visible career option’ 

clock 03 August 2022 • 2 min read
Liz Pemberton: Four strategies to harness the power of your brain

Your Business

Liz Pemberton: Four strategies to harness the power of your brain

Brainiac

clock 14 July 2022 • 5 min read
123
Most read
01

HMRC stats show sharp rise in people breaching pension tax limits

27 September 2023 • 5 min read
02

LTA removal remains complex issue for advisers - Clare Moffat

27 September 2023 • 2 min read
03

Financial services pressure grows with ESG rules main culprit

27 September 2023 • 2 min read
04

The Verve Group launches single dashboard adviser software

27 September 2023 • 2 min read
05

Foster Denovo acquires Chartered IFA adding £220m AUA

27 September 2023 • 1 min read
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