Exclusives
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Adviser insight: Truly Independent’s Katie Brinsden highlights eight reasons why advisers should embrace innovation
Innovation is no longer a luxury for financial advice firms – it’s a strategic necessity. Katie Brinsden (pictured), Managing Director at the…
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Behavioural finance can enhance personalised client advice, says Oxford Risk’s Dr Greg B Davies
If you’ve ever felt that traditional client segmentation just doesn’t quite cut it, you’re not alone. And if you’re anything like us,…
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Estate planning with Family Investment Companies – controlled wealth transfer
As we approach the ‘Great Wealth Transfer’—the largest generational wealth transfer in history—and navigate an increasingly complex tax landscape, estate planning has…
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Is now the right time to reconsider UK equities?
Written by Joanne Benson, Head of Investments at Copia Capital Given the uncertainty and fast-moving developments in global markets, navigating the current…
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The power of people: how culture and trust shape successful IFA acquisitions
For over two decades, AFH Wealth Management has been steadily acquiring IFA firms, building a business that prioritises long-term stability, strong cultural…
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The importance of remaining invested
Market volatility can shake client confidence, but history shows that staying invested is key to long-term success. In this article, Brooks Macdonald’s…
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Retirement fears are rising: but are you ready with the right retirement strategy for your client?
With nearly two thirds of UK adults fearing they’ll run out of money in retirement, advisers are under pressure to offer stable,…
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Estate planning with heart – how award-winning Chartered Adviser Rhiannon Gogh’s personal experience led to positive change for vulnerable clients
In 2016, when Rhiannon started researching Special Needs Planning, she was met with many curious looks from the professionals she mentioned it…
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What to be aware of when contesting a will
Written by Jenny Ray, Partner at DMH Stallard Financial advisors should be mindful of the growing risk to financial planning strategies involving…
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I’m a clinical expert: Here are eight ways to help your client if you suspect cognitive decline
Written by Beth Yolland-Jones, Clinical Lead at duty of care assessment company Comentis There are three recognised states of cognitive decline; normal…
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