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Exclusives
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The strategic impact of paraplanners – moving beyond support roles
Paraplanners are now often seen as the backbone of financial advice firms, providing essential research, technical analysis, and report writing. But their…
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Shifting attitudes towards inheritance | Legal expert asks how should financial advisers respond?
With evolving family dynamics, unequal inheritances are becoming more common — and more contentious. In this insightful article, we’re grateful to Scott…
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Understanding the FCA’s priorities: Key insights for advisers
The financial advice sector is no stranger to regulation, but the Financial Conduct Authority (FCA) has made it clear that firms must…
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Gold fever: Why UK investors are betting big on bullion, according to The Royal Mint’s Stuart O’Reilly
It’s official: the UK has caught gold fever. The Royal Mint is experiencing an unprecedented surge in demand for gold bullion coins,…
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Four career lessons for women in finance | Marlborough’s Kelly Prior
In celebration of International Women’s Day, finance veteran, Kelly Prior (pictured), Investment Director at Marlborough, shares four powerful career lessons for women…
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#IWD25: Why are we still talking about ‘shattering the glass ceiling’ in UK finance?
As we celebrate International Women’s Day (IWD) this weekend, Katharine Leaman (pictured), CEO of Leaman Crellin and advisory board member for compliance…
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#IWD25: Advocating for a career in advice is key to addressing gender imbalance say Versed Financial’s Balasubramaniam and Horstead
Increasing female representation in financial advice is vital to closing gender gaps in wealth and pensions. As we celebrate International Women’s Day…
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IWD 2025: Octopus Investments’ Alison Radley on ‘breaking the cycle’ for women in finance
Today is International Women’s Day (IWD)! As such, Alison Radley, Co-Head of Retail Investments at Octopus Investments, shares her thoughts on the…
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IWD 2025 | Breaking the cycle: atomos’ Helen Howcroft suggests ways to attract more women to a financial advice career
Boosting female representation in financial advice isn’t just about fairness — it’s about better outcomes for everyone involved – teams, clients, business…
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#IWD25: “Let’s fix the defaults” on the gender pension gap, says Scottish Widows’ Susan Hope
As we celebrate International Women’s Day 2025 today, we will, no doubt, be inundated with marketing messages, positive quotes and promises to…
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