Quilter Financial Planning

Dynamic Planner links with Quilter FP in long-term partnership

Technology

Dynamic Planner links with Quilter FP in long-term partnership

Dynamic Planner provided to advisers within Quilter group

clock 18 January 2023 • 1 min read
Quilter FP appoints Stephen Fryett after MD steps down

People

Quilter FP appoints Stephen Fryett after MD steps down

‘Vast experience of the FP marketplace’

clock 10 August 2022 • 2 min read
Quilter maintains inflows amid 12% group AUMA decline

Your Business

Quilter maintains inflows amid 12% group AUMA decline

HNW flows up £100m

clock 10 August 2022 • 2 min read
Partner Content: How streamlining administration could enable adviser growth

Business models

Partner Content: How streamlining administration could enable adviser growth

A recent Quilter Financial Planning survey shows that advice businesses could grow faster if administrative tasks could be reduced

clock 18 July 2022 • 4 min read
Solomon Capital hires former Quilter acquisitions director

Your profession

Solomon Capital hires former Quilter acquisitions director

She joined Quilter in 2018

clock 12 July 2022 • 1 min read
Partner Content: Where does independence matter most?

Business models

Partner Content: Where does independence matter most?

Advisers value their independence, but is there a balance to be found in working for larger a provider?

clock 08 July 2022 • 4 min read
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
Most read
01

The three triggers that are fuelling the 'great adviser retirement'

24 January 2023 • 4 min read
02

Consumer Duty: Data strategy is 'key' for financial advisers

26 January 2023 • 3 min read
03

Four new year's resolutions that every adviser should consider

26 January 2023 • 4 min read
04

What advisers need to know: Trust and trustees' tax position

23 January 2023 • 6 min read
05

Asset managers prepare for staff reductions in challenging 2023

25 January 2023 • 6 min read