acquisitions
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Why early estate planning is key to effective generational wealth transfer | legal insight for advisers from Collyer Bristow experts
When it comes to passing on wealth, hindsight is no substitute for foresight. In this exclusive IFA Magazine article, we’re grateful to…
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A strategic and tactical business development roadmap for financial advisers | David Batchelor, Wills & Trusts Partnership Ltd
David Batchelor, Founding Partner of Wills & Trusts Partnership Ltd and co-founder of the Personal Finance Society, shares the lessons he’s learned…
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From assumptions to acquisition: How advisers are turning feedback into a growth engine | Emily Wastie, VouchedFor
Emily Wastie, Head of Firms at VouchedFor, explains how client feedback is transforming advisory businesses. Firms are using insights from prospects and…
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AI isn’t the threat; ignoring it is | Karen Barrett, Unbiased
Karen Barrett, founder and CEO of Unbiased, examines how digital automation and AI are transforming financial advice. She notes that while advisers…
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Hargreaves Lansdown reaches two million clients and record AUA
Hargreaves Lansdown has reached two million active clients, marking a major milestone eight years after it celebrated its first million in 2017.…
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Why building an adviser business is all about selling a need | Katie Brinsden, Truly Independent
Katie Brinsden of Truly Independent argues that investors’ £2bn August exodus from equity funds, along with record bond redemptions and the first…
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6 easy first steps to client acquisition | Damian Davies, The Timebank
Damian Davies, founder of The Timebank, shares six practical steps advisers can take to attract new clients and grow their businesses. Drawing…
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Consumer Duty two years on: Consumer understanding outcome drives creative thinking | Chris Jones, Dynamic Planner
Two years after its introduction, Consumer Duty continues to reshape how firms engage with clients. In this instalment, Dynamic Planner’s Chris Jones…
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Wealth management and advice sector urges clearer, more consistent regulation to better support clients and unlock growth potential
A new study from PIMFA, the trade association for wealth management and financial advice firms, highlights the significant pressures firms face from…
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NuWealth rebrands to Quilter Invest
NuWealth, the digital savings and investment platform which is part of FTSE-250 wealth manager, Quilter, has today rebranded as Quilter Invest. This…
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AdvisoryAI whitepaper reveals path to triple advice firm valuation through AI-enabled efficiency
AdvisoryAI, winner of the Schroders Outstanding Innovation Award, today released research demonstrating how AI implementation can double adviser capacity and triple firm…
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CISI marks World Financial Planning Day 8 October highlighting the CFP™ mark, the UK’s highest financial planning certification
Amidst UK consumer concern around inflation, interest rates and a potential recession, leading professional body and educational charity the CISI will join…
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Do you want good companies or good investments? | Josh Passmore, Artemis
Josh Passmore at Artemis highlights a turning point for US “quality growth” stocks. With many of the famed Magnificent Seven struggling to…
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Luxury Engagements, luxury weddings, and… luxury divorces? Legal insight for advisers on supporting UHNW clients
Recent news of celebrity engagements – including that of Taylor Swift’s engagement to Travis Kelce – shines a spotlight on the intertwining…
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Carla Brown elected PFS President for second year
Carla Brown will continue as President of the Personal Finance Society (PFS) for a second year, following her reappointment at the most…
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Dynamic Planner strengthens Go-To-Market leadership team to accelerate growth
Dynamic Planner, the UK’s leading digital advice platform, has announced a series of senior appointments across its customer facing teams to further…
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AJ Bell Investcentre launches suite of adviser tools from Mabel Insights
AJ Bell has announced the launch of a new suite of planning tools, developed in partnership with Mabel Insights, now available to…
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Microsoft Excel turns 40: CFOs celebrate the technology’s contribution and predict its future role in finance
Microsoft Excel has turned 40 years old today, marking a milestone age for the trusted spreadsheet software. Initially released on September 30th,…
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Net gains: a tennis lesson for investing in unfamiliar markets | Gabriel Sacks, Aberdeen
Gabriel Sacks, Co-Manager of abrdn Asia Focus plc, explores how discipline and resilience are essential for investing in Asia, where volatility often…
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Fintel launches standalone distribution platform, Omnicore
Fintel has announced the launch of Omnicore, an intelligent distribution platform designed to provide a strategic conduit between providers and advisers. Launched…
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