Professional Adviser
WEB3 days ago · Starmer called on to make financial education compulsory. News, blogs and analysis on investment, insurance, mortgages, pensions, regulation, technology and retail finance.
Navigating troubled waters: Lessons from Blankstone Sington
WEBNov 10, 2023 · The recent entry of Liverpool-based discretionary investment management and stock brokerage firm Blankstone Sington into special administration has sent ripples throughout the wealth management ...
OMW platform finally rebrands to Quilter - Professional Adviser
WEB14 June 2021 • 1 min read. Quilter’s adviser platform Old Mutual Wealth has rebranded to match its parent company after a long and expensive re-platforming project. The adviser platform now ...
Schroders Personal Wealth five years on: Did it change the game?
WEBApr 12, 2024 · In 2019, one of the biggest brands in investment management, Schroders, announced it was teaming up with one of the biggest brands in banking, Lloyds, to bring financial planning the masses.
ValidPath launches 'turnkey succession solution' for IFAs
WEB23 May 2022 • 2 min read. Advice network ValidPath has launched what it calls a "complete solution" for IFAs to access liquidity and retire on their own terms. The firm said that, against the ...
Brunel Professions launches PI insurance website offering …
WEB07 May 2021 • 1 min read. Brunel Professions has launched an online quote and buy website for professional indemnity (PI) insurance. The website was designed to make the purchase of a PI ...
What a Statement of Professional Standing looks like
WEBIFAonline. 03 February 2012 •. Financial planner Joel Adams, one of the first to be issued a Statement of Professional Standing (SPS) by the CII, has kindly agreed to share his certificate so ...
Curtis Banks completes £25m acquisition of Talbot and Muir
WEBNov 2, 2020 · Curtis Banks has completed the acquisition of Talbot and Muir after receiving regulatory approval from the Financial Conduct Authority. Talbot and Muir, an independent self-invested personal ...
Why wait? What is pre-funding and what are its benefits?
WEBJul 4, 2013 · WHY WAIT? With some clients waiting upwards of two months for pension tax relief to be received, Andy Zanelli, head of retirement planning at AXA Wealth, assesses the benefits of pre-funding ...
Five tips when assessing client capacity for loss - Professional …
WEBJan 8, 2013 · Advisers should consider non-financial issues such as lifestyle and wellbeing, which may also impact a client's propensity to withstand losses. 3. Cashflow planning is a good way of demonstrating ...