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True Potential

Regulation

Banned IFA targets True Potential advisers in lead generation rip-off

Network True Potential advisers have spoken of how they lost thousands of pounds to a former IFA banned for mortgage fraud, who promised them leads to high-net-worth clients that were never delivered.

clock 27 July 2015 •

Your profession

Adviser snapshot: Four stories under 100 words

Professional Adviser's bitesize guide to developments advisers should know about (but which didn't quite merit their own headline)...

clock 16 June 2015 •

Software

True Potential platform launches B2B2C 'life planner' tool

True Potential has launched a tool on its platform which will allow advised clients to manipulate their financial plan independent of their adviser.

clock 11 March 2015 •

Your profession

True Potential doubles profits as platform assets rise £1bn

Vertically-integrated wealth management group True Potential has reported a £1bn increase in assets on its platform in 2014, helping group profits almost double to more than £10m.

clock 09 March 2015 •

Income

Most over-55s undecided on retirement route - poll

More than three quarters of people nearing retirement do not yet know which route they will take to fund later life, according to research.

clock 23 February 2015 •

Your profession

Revealed: All the winners at the Professional Adviser Awards 2015

Carbon Financial Partners took home the inaugural Adviser Firm of the Year (UK) trophy at the 2015 Professional Adviser Awards, which recognises excellence across adviser firms, providers, platforms and asset managers.

clock 13 February 2015 •

Income

Debt and luxury items trump retirement saving in 2015 - research

A quarter of consumers plan to make paying down their debt a priority in the coming year, research by a financial services firm has found.

clock 08 January 2015 •

Pensions

Auto-enrolment not attractive to many of our advisers - True Potential

Auto-enrolment has not proved an attractive business opportunity for many of True Potential's advisers as margins are small in relation to demands, senior partner Daniel Harrison has said.

clock 05 December 2014 •

Your profession

True Potential to launch 15-strong fund range

Financial services group True Potential is to enter the fund management market with the launch of its own 15-strong fund range, a senior partner has said.

clock 03 December 2014 •

Technology

True Potential to showcase adviser software at NYC tech fair

True Potential has been invited to showcase its technology at New York City's FinovateFall 2014, a trade show dedicated to banking and financial technology.

clock 08 August 2014 •
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