Exclusives
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Finding your study strategy for professional qualifications
Let’s face it—balancing a career in financial advice with the demands of professional exams can sometimes feel like juggling chainsaws on a…
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Saturn’s co-founders discuss the future of financial advice in an AI-driven world
AI – it’s the buzzword on everyone’s lips, and the financial advice sector is no exception. In a recent episode of IFA…
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Fund manager view: Franklin Templeton’s Cioppa outlines opportunities in technology and the ‘information age’
As digital disruption accelerates, Franklin Templeton’s Matt Cioppa, Portfolio Manager of Franklin Technology Fund, urges advisers to look beyond short-term noise and…
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No-fault divorce third anniversary – but is it a happy celebration?
Written by Emily Brand, Partner, Arbitrator and Head of the family team, and Alexandra Hirst, Senior Associate, at Boodle Hatfield LLP There…
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Guest insight | Sparrows Capital’s Millington on why the fixation on fixed fees in financial services should end
A debate around whether advisers should charge fixed fees is re-emerging but, warns Arnie Millington, Head of Business Development at Sparrows Capital,…
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Fixing the letter of authority process with consistency and collaboration – FLAG and Criterion lead the way
The letter of authority (LOA) process has been a long-standing source of frustration in financial services, and despite efforts to streamline it,…
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Adviser insight: Truly Independent’s Katie Brinsden highlights eight reasons why advisers should embrace innovation
Innovation is no longer a luxury for financial advice firms – it’s a strategic necessity. Katie Brinsden (pictured), Managing Director at the…
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Behavioural finance can enhance personalised client advice, says Oxford Risks’ Dr Greg B Davies
If you’ve ever felt that traditional client segmentation just doesn’t quite cut it, you’re not alone. And if you’re anything like us,…
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Is now the right time to reconsider UK equities?
Written by Joanne Benson, Head of Investments at Copia Capital Given the uncertainty and fast-moving developments in global markets, navigating the current…
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The power of people: how culture and trust shape successful IFA acquisitions
For over two decades, AFH Wealth Management has been steadily acquiring IFA firms, building a business that prioritises long-term stability, strong cultural…
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