Business & Development
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Aptia Group strengthens consultancy proposition with appointment of Ian Burns as Head of Investment Consulting
Aptia, a leading provider of pension administration, consultancy and actuarial services, has appointed Ian Burns as Head of Investment Consulting as it…
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AIC updates flagship training programme
The Association of Investment Companies (AIC) has launched an updated version of its Investment Company Accreditation, enabling financial advisers, wealth managers and other investment professionals…
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How to build confidence early in an advice career
Andy Tully, technical services director at Nucleus, looks at how confidence can be built gradually for those starting out in financial advice,…
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People buy from people: the human skills that define successful financial advisers
Paul Langley, wealth planner at Succession Wealth, examines the human skills that shape long-term success in financial advice, from building trust and…
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Hargreaves Lansdown appoints Danny Meehan as Director of Workplace
Hargreaves Lansdown (HL), is pleased to announce the appointment of Danny Meehan, who will join the business in August as Director of…
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Quilter Financial Planning welcomes SRB Financial Planning as a new strategic partner firm
Quilter Financial Planning, part of FTSE 250 wealth manager Quilter plc, has welcomed SRB Financial Planning to its advice network as a…
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Passing your exams is not the same as being ready to advise
Malcolm Harper, managing director at Abacus Associates, reflects on the gap between qualification and readiness in financial advice, and why passing exams…
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Resilience, support and why the early years in financial advice are worth it
Ameeta Panessar, independent financial adviser at Fairstone, reflects on why resilience can be just as important as technical knowledge in the early…
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PruFund now live on Scottish Widows Platform
Following last month’s announcement that M&G would bring its £70bn PruFund range to the Scottish Widows Platform, the launch is now complete,…
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91.7% of advisers say generating more leads is vital for them in 2026
The Wealthy Advisers Club, the largest protection and mortgage adviser training community in the UK with over 2,200 members, has conducted whole…
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