Feature

Your profession

70 DB transfers later: How one South Wales firm sorted its PI renewal

Despite challenges

clock 22 October 2020 • 3 min read

Your profession

Passing the buck: Are advisers missing out on intergenerational opportunities?

Are advisers missing opportunities by not doing enough for their client’s beneficiaries? Claire Tyrrell explores the importance of engaging younger generations in the advice process and ways to approach intergenerational wealth transfer

clock 20 October 2020 • 5 min read

Your profession

Counting the cost of agent as client

Several risks to the model

clock 15 October 2020 • 5 min read

Your profession

All highs, no lows - WIFA nominee Nadine Irons on working at Praemium

WIFA 2020 nominee

clock 06 October 2020 • 3 min read

Your profession

A focus on lifestyle planning: WIFA finalist Joy Wisniewski on instilling financial awareness in the firm and family

2020 WIFA triple nominee

clock 02 October 2020 • 4 min read

Companies

M&G Wealth Management's Montgomery: Our model is primed for future growth

'We feel we can continue to grow in the future'

clock 02 October 2020 • 3 min read

Your profession

Defying the odds: Teen mum, surviving an armed robbery and striving for progression

B-Compliant's Vicky Pearce

clock 01 October 2020 • 5 min read

Your profession

Five sessions to look out for at PA360 Digital

7-9 October

clock 30 September 2020 • 2 min read

Investment

What is the best way to sift through greenwashing and find an ESG fund aligned with your interests?

The Big Question on ethical investing

clock 28 September 2020 • 1 min read

Investment

The 'S' in ESG: What benefits can social factor analysis offer investors?

Putting people back in the heart of businesses

clock 28 September 2020 • 4 min read