AFH
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Wealth managers picked for performance – and ditched for their fees
Wealth managers are being picked for their performance and abandoned for their high levels of charges, new survey research from Netwealth has…
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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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Woven launches revenue projection tool to put growth planning in advice firm owners’ hands
Woven Advice, the data specialist, has unveiled a new revenue projection tool to designed to help advice firm owners – and potential…
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Unbiased study shows advisers trapped by traditional marketing tactics and tight budgets
New research by Unbiased, the UK’s leading financial advice platform, reveals that financial advisers are facing an uphill marketing battle. The study of…
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Pension Lab’s LoA Performance Index: Providers cut delays despite 500% volume rise
Letter of Authority (LoA) response times are beginning to improve. Pension Lab’s latest LoA Performance Index (LPI) shows major providers improved their…
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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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Sarasin & Partners enhances regional presence in Wales & South-West
Sarasin & Partners has announced today that it has appointed Aimee Searle as regional business development manager, covering Wales and the South-West.…
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Personal Finance Society welcomes two new PFS POWER Panellists
The Personal Finance Society (PFS) is pleased to announce the appointment of Guy Skinner and Rosa Nash as the newest members of…
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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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Scottish Widows Platform builds momentum with roll-out of updates
Scottish Widows has released a range of platform updates in the first half of 2025 as part of its £180m three-year investment…
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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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Quilter Cheviot appoints former COP negotiator to Responsible Investment team
Quilter Cheviot has today announced the appointment of Yumna Yusuf as a responsible investment analyst. Yusuf joins Quilter Cheviot from Schroders, where…
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Job hopping only earns you £75 more than staying put – is it worth it?
Switching jobs has been seen as the fastest way to boost your salary, but new research suggests the financial advantage is now…
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New enhancements to Aegon’s client reporting tool marks first anniversary
Aegon marks the first anniversary of ‘Product reporting’, a client reporting tool designed for financial advisers, by introducing strategic upgrades that enhance…
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THE CISI FINANCIAL PLANNING CONFERENCE 2025 – OCTOBER 2025
Under this year’s heading of the Magic of Financial Planning the CISI’s annual Financial Planning Conference 2025 will be weaving its autumn…
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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,…
