Exclusives
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Stuart Coombe, Partner at Old Mill, shares his journey from paraplanner to partner
What does it really take to grow from a paraplanner into a partner at a thriving wealth management firm? For Stuart Coombe,…
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Mortgage compliance teams could become more important, not obsolete
Written by Dawid Kotur, CEO of Curvestone Nobody knows exactly how AI will reshape mortgage compliance, but here’s one compelling vision: Mortgage compliance…
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Why education, engagement and inclusiveness are key to the future of financial advice | Truly Independent’s Cara Robinson
Education, engagement and inclusiveness aren’t just buzzwords – they could be the key to securing the future of the advice profession. In…
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Why US buyers are flocking to prime UK property – and how they can avoid tax traps
Written by Alexa Kordowicz and Leigh Sayliss, Directors at law firm, Lawrence Stephens. With more Americans than ever making the move to…
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Spotting the spin: JB Beckett on what advisers can learn from the world of Forensic Linguistics
In his latest, and highly thought-provoking, piece JB Beckett lifts the lid on Forensic Statement & Linguistic Analysis, the cutting-edge discipline helping…
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Investments need to work smarter as we work harder – HSBC Life
Written by Mark Lambert, Head of Onshore Bond Distribution, HSBC Life (UK) Limited Record numbers of over-65s are still currently working with…
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New access, new responsibilities: what private credit means for wealth advisers
Written by Marcel Schindler, Partner & Head of Private Debt, at StepStone Private Wealth Private credit has long been a cornerstone of…
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Risk, regulation and the future of advice
When someone’s spent nearly two decades at the FCA and helped shape the way firms are supervised, you listen. And when that…
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Preparing for retirement in the digital age: why financial education must rise to the challenge
By Fannie Wurtz, Head of Distribution & Wealth Division, ETF & Passive Business Lines Today, retirement has become one of the top…
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Guest insight | How platforms can help make sense of Europe’s investment landscape
Europe might still baffle diplomats, but it doesn’t have to confuse investors, says Novia Global’s Linda Johnstone. In her latest blog for…
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