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News

Mattioli Woods revenue up 8% against tough economic backdrop

Your profession

Mattioli Woods revenue up 8% against tough economic backdrop

Integration of recently acquired businesses continues

clock 09 January 2024 • 2 min read
Independent financial adviser Barbie gives advice on advice

Your profession

Independent financial adviser Barbie gives advice on advice

A post-Golden Globes take on the challenges of pensions

clock 09 January 2024 • 9 min read
PA Awards 2024: Provider category shortlists revealed!

Your profession

PA Awards 2024: Provider category shortlists revealed!

The industry’s best platforms, tech providers, support services and more

clock 09 January 2024 • 2 min read
Söderberg & Partners snaps up two more UK advice firms

Companies

Söderberg & Partners snaps up two more UK advice firms

These deals mark its fifth and sixth IFA acquisitions in the UK market

clock 08 January 2024 • 2 min read
Financial plans boost confidence amid £35,000 wealth drop

Your profession

Financial plans boost confidence amid £35,000 wealth drop

Majority seeing growth despite a £35,000 drop in UK household wealth

clock 08 January 2024 • 2 min read
Financial advice is vital for 80% of insurance customers

Your profession

Financial advice is vital for 80% of insurance customers

Two thirds would not accept overly lengthy delays

clock 08 January 2024 • 1 min read
Most advice firms use risk profiling tools but recognise limitations

Your Business

Most advice firms use risk profiling tools but recognise limitations

Advisers score risk profiling tools 7.6 out of 10 for effectiveness

clock 08 January 2024 • 1 min read
Advisers urged to use different approaches for spenders and savers

Your profession

Advisers urged to use different approaches for spenders and savers

Most advisers use the same profiling tool and set of questions

clock 08 January 2024 • 2 min read
PA Awards 2024: Adviser category shortlists revealed!

Your profession

PA Awards 2024: Adviser category shortlists revealed!

The industry’s best in ESG, marketing, paraplanning, D&I, and more

clock 08 January 2024 • 3 min read
Triple lock 'the elephant in the room' impacting saver sentiment

Pensions

Triple lock 'the elephant in the room' impacting saver sentiment

Follows the chancellor’s 2p cut to NI which took effect on Saturday

clock 08 January 2024 • 1 min read
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