New model pioneer Barry Williams of Regency Independent Financial Advisers is flying solo but has plans to expand his mass-market proposition.
At their next business planning meeting advisers should leave a chair free for an imaginary client to whom they need to explain why things are being done, or even better, give the seat to a paraplanner, says Damian Davies of the Timebank.
Old Mutual has acquired network Intrinsic but when providers are selling stakes in distribution, why is Old Mutual Wealth going against the tide?
These 10 advisers have gone the extra mile to raise money for good causes.
It has been decided transfers are the way to go: so-called ‘pot follows member’. The pensions minister is firmly set and it is in the Pensions Bill 2013-14 that will be receiving royal assent at Easter.
Earlier this months pensions minister Steve Webb suggested giving retirees a 12-month ‘cooling off’ period after buying an annuity, during which they could switch provider if they found a better deal. This is a good idea.
As a former resident of Chicago I was pleased to meet two fellow US expats, Tanager Wealth partner Kristopher Heck and co-founder Jeff Hedges, whose firm offers advice to Americans living in the UK, says our latest recruit Sarah Pitard.
Click through for the statistics behind Neil Bailey's award-winning firm.
Manchester-based Carpenter Rees is organising a bike ride between Blackpool Tower and the Eiffel Tower in Paris to raise cash for the Alzheimer’s Society.
Graham Fidoe and James Martineau, the financial-planning duo behind Morton-Wilson in the Midlands, have parted ways after 25 years working together.
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