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Interview

Octopus Legacy: The evolution of later life and death planning

Your profession

Octopus Legacy: The evolution of later life and death planning

Octopus Legacy on simplifying death planning by blending empathy, trust, and technology

clock 15 October 2024 • 4 min read
WTW Atomos buy-in heralds PE and hybrid advice 'direction of travel'

Companies

WTW Atomos buy-in heralds PE and hybrid advice 'direction of travel'

Atomos CEO: PE ‘professionalises the industry and gives it greater capital’

clock 04 October 2024 • 4 min read
How the Quilter adviser school transformed into an academy

Companies

How the Quilter adviser school transformed into an academy

The academy now is looking to bring former sports professionals into advice

clock 02 October 2024 • 3 min read
The Adviser Incubator: Meet graduate Rachel Edwards

Your profession

The Adviser Incubator: Meet graduate Rachel Edwards

An inside look at The Verve Foundation's programme

clock 25 September 2024 • 4 min read
Is the DFM sector behind when it comes to changing fees?

DFM & Model Portfolios

Is the DFM sector behind when it comes to changing fees?

‘A lot of the DFM community remains AUM-based’

clock 19 September 2024 • 4 min read
Interview: Orbis Investments' Bradshaw and Spencer on succession and wholesale ambitions

Investment

Interview: Orbis Investments' Bradshaw and Spencer on succession and wholesale ambitions

‘We’ve just got to really thank IFAs for their trust and support’

clock 19 September 2024 • 10 min read
Dealing with a specialist or generalist? The due diligence value

Your profession

Dealing with a specialist or generalist? The due diligence value

‘The key for advisers is preventing their clients from harm’

clock 10 September 2024 • 3 min read
Scottish Widows merges platform and workplace amid 'rapid growth'

Companies

Scottish Widows merges platform and workplace amid 'rapid growth'

Graeme Bold named MD for workplace and intermediary wealth

clock 05 September 2024 • 2 min read
Octopus CEO: 'The industry remains untrustworthy'

Your profession

Octopus CEO: 'The industry remains untrustworthy'

Advice ‘needs to move away from un-relatable investment products’

clock 05 September 2024 • 4 min read
From tree surgeon to IFA: Nick Champion on growing his career

People

From tree surgeon to IFA: Nick Champion on growing his career

Nick Champion joined Hoxton Wealth in March as a trainee wealth adviser

clock 03 September 2024 • 3 min read
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