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News

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
Deputy Editor's View: New Year's resolutions in full flow

Adviser tips

Deputy Editor's View: New Year's resolutions in full flow

The deputy editor's Friday Night Takeaway from 5 January

clock 08 January 2024 • 2 min read
National Insurance cut 'will make financial planning challenging'

Your profession

National Insurance cut 'will make financial planning challenging'

Industry professionals weigh in on the immediate impact of NI cut

clock 05 January 2024 • 4 min read
Advice/guidance review 'will not close advice gap for good'

Your profession

Advice/guidance review 'will not close advice gap for good'

Advisers reveal their doubts about the FCA’s advice/guidance review

clock 05 January 2024 • 1 min read
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