Anna Sofat News Today

Industry veterans speak to Isabel Baxter about their experience and share the advice they would give to new and future advisers who will be entering the industry…

Professional services firm Progeny is set to acquire Chartered financial planning practice Gibbs Denley.

Anna Sofat sets out her blueprint for simplified advice - which is rather different to what the regulator has put forward...

To succeed in financial planning, good leadership skills are a must, Julia Bahr writes...

To succeed in financial planning, good leadership skills are a must, Julia Bahr writes...

Private equity-backed Progeny will expand its presence in the south of England with its latest acquisition of Chartered financial planning practice, Lewis Brownlee Financial Services.

Every adviser has the ability to be a great leader and should hone their skills to make a difference in the lives of people they interact with, Anna Sofat told the Personal Finance Society Festival of Financial Planning.

Rishi Sunak, who became the UK’s third prime minister in two months after officially taking over from Liz Truss on Tuesday (25 October), is facing tough decisions over a range of tax and pensions issues.

There are significantly more vulnerable adults across the UK than there were before the Covid-19 pandemic, Julia Bahr finds. Advisers are hopeful Consumer Duty will make it easier to help them

Market volatility has been an unrelenting feature of 2022 and while corrections are inevitable, Julia Bahr finds it makes investors edgy and uncertain.