Quilter Financial Planning

PE-backed firm led by ex-Quilter FP boss to acquire Beaufort Group

Your Business

PE-backed firm led by ex-Quilter FP boss to acquire Beaufort Group

Buy-and-build strategy

clock 20 June 2022 • 2 min read
Partner Content: Should advisers play a role in making future generations 'advice ready'?

Business models

Partner Content: Should advisers play a role in making future generations 'advice ready'?

Survey indicates issues with converting younger customers and points to how advisers are rising to the challenge

clock 17 June 2022 • 4 min read
Male paraplanners twice as likely to want to be an adviser than females - Quilter

Your profession

Male paraplanners twice as likely to want to be an adviser than females - Quilter

‘Time to break the vicious cycle’

clock 31 May 2022 • 3 min read
Partner Content: The simple maths that determines advisers' target customer, and entrenches the advice gap.

Business models

Partner Content: The simple maths that determines advisers' target customer, and entrenches the advice gap.

A survey completed by advisers shows why the gap is entrenched

clock 04 May 2022 • 4 min read
The business case for diversity is clear - yet advisers are slow off the mark

Your Business

The business case for diversity is clear - yet advisers are slow off the mark

Diversity in advice sector 'poor'

clock 16 September 2021 • 6 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
'Lack of support' drives advisers to leave firms - Quilter

Your profession

'Lack of support' drives advisers to leave firms - Quilter

Lack of support

clock 16 June 2020 •
Expelled Quilter adviser involved with two new firms

Your profession

Expelled Quilter adviser involved with two new firms

Anonymous concerns over phoenixing

clock 19 November 2019 •
Conscientious advisers are the most successful - Quilter

Your profession

Conscientious advisers are the most successful - Quilter

Personality traits of top advisers revealed

clock 24 October 2019 •
Quilter could face complaints after Lighthouse presence on British Steel sites

Your profession

Quilter could face complaints after Lighthouse presence on British Steel sites

Two advisers at Scunthorpe and Teesside

clock 15 October 2019 •
Most read
01

Which investments performed best over past 21 years?

21 June 2022 • 6 min read
02

PE-backed firm led by ex-Quilter FP boss to acquire Beaufort Group

20 June 2022 • 2 min read
03

Transact parent company to challenge £8m VAT ruling upheld by HMRC

21 June 2022 • 1 min read
04

Uncomfortable reading: 21 years punctuated by advice scandals

23 June 2022 • 17 min read
05

A view of advice then and now (2001 v 2022)

20 June 2022 • 7 min read