perspective
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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,…
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Simplybiz strengthens business consultancy range with ongoing services proposition’
Simplybiz has announced the broadening of its business consultancy service with the addition of a new proposition designed to support advisers through…
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Quilter remains most recommended adviser platform but Aviva narrows gap
Quilter is the most recommended adviser platform by value for the first half of 2025, retaining its top spot for the second…
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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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New IFA consolidator, Absolute Financial Group launches today with an equity commitment of £115 million
A new Independent Financial Advice (IFA) consolidator, Absolute Financial Group (“Absolute”) has officially launched today. The new business is led by David…
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Amy Dedman promoted to head of small business at Old Mill
South West financial experts Old Mill have announced the promotion of Amy Dedman to Head of Small Business. Amy’s promotion marks an important milestone…
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Two in five IFAs expect FCA’s advice guidance boundary review to boost demand for their services
With the FCA’s latest consultation on the Advice Guidance Boundary Review (AGBR) closing this month, new data from Opinium’s IFA (Independent Financial Adviser)…
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Vitality’s champion model shows measurable impact on client workforce health
Vitality has announced a record-breaking response to its annual recruitment window for the Vitality Champions programme – an initiative that empowers employees at corporate client…
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‘Critical time’ for financial planning as changing Govt policy challenges savers, says leading financial adviser
Changing UK government policies have hit many ‘easy targets’, with some clients feeling let down by the Government, according to Richard Watkins,…
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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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Seccl appoints Jonathan Dees as its new UK CEO
Seccl, the Octopus-owned embedded investment platform, has appointed Jonathan Dees as its new UK CEO, subject to regulatory approval. The news comes…
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Adviser trio join Continuum after former firm purchased by consolidator
Jim Low, Nick Foley and Virgil Higglesden have joined national financial advice firm Continuum, bringing over 60 years of combined experience. The…
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Access FS launches mentoring programme
Access Financial Services (“Access FS”) has announced the launch of a new mentoring programme. The launch of the programme follows a successful…
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Hoxton Wealth completes Infinity Financial Solutions acquisition, adds £225 million to AUM
International wealth manager Hoxton Wealth has completed the acquisition of Infinity Financial Solutions, a leading provider of expat financial services with multiple…
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M&G Investments appoints Martin Kwiatkowski as Director of Operations
M&G Investments today announces the appointment of Martin Kwiatkowski as Director of Asset Management Operations, reporting to Chief Operating Officer, Richard Godfrey. …
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Adviser insight | Does financial advice really add value? You bet it does, says Truly Independent’s Katie Brinsden
While financial advisers will know there’s a world of difference between investing and gambling, clients often don’t. In her latest blog for…
