Exclusives
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Summer of legal shakeups: what financial planners need to know
In a summer marked by landmark family law rulings, financial planners and lawyers face significant implications for how pre-marriage wealth, inheritance, and…
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Why platforms are the real building blocks of value and why advisers need them more than ever | Linda Johnstone, Novia Global
Platforms might not be the most glamorous part of financial services, but as Linda Johnstone, Head of Investment Proposition at Novia Global,…
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The power of cover upgrades: demonstrating real benefits for existing clients
Written by Jo Penrose, Head of Proposition, at Guardian Treating existing customers fairly can sometimes feel like something companies pay lip service…
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Adviser insight | IFAs must make the case for independence to deputies says Rosemount FS’ Ahmed Bawa
Written by Ahmed Bawa, CEO, Rosemount Financial Solutions (IFA) There is a lot of responsibility involved with playing the role of legal…
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Guest insight | The Great Wealth Transfer? It isn’t intergenerational and it is unlikely to be great
We’ve all heard the story: UK Baby Boomers are sitting on more than £5 trillion in wealth and, over the next 20-30…
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Thinking differently about fixed income | Guest insight from Richard Parkin, BNY Investments
Fixed income is often seen as the dependable corner of client portfolios, but recent market shifts have highlighted both its risks and…
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Supreme Court car finance ruling – what it means for victims and lenders
Written by Eddie Flanagan, Partner and specialist in debt and asset recovery at Shakespeare Martineau The recent Supreme Court judgment on commissions…
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Key considerations for IFAs to support clients when exiting a family business
Written by Jane Ingleby, Partner (Family), and Ellie Milner, Partner (Private Client), Mills & Reeve As more baby boomer entrepreneurs prepare to…
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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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