Page 2 - Anna Sofat News Today

Julia Bahr talks to advisers about the realities of working in an ageing profession...

Locking in good credit lines, reducing unnecessary overheads, and considering whether new clients can be taken on are among the measures suggested by advisers to keep firms above water as the energy crisis worsens.

With increased media and political attention on climate and other environmental and social issues, advisers can expect more questions from clients on these topics in 2022, according to recent research from Schroders. 

In light of the cost-of-living-crisis, war in Ukraine and two years of Covid-19 restrictions, many people are worried about their financial health when they stop working.

Julia Bahr talks to advisers about crypto investing and finds out what they say to clients who are keen to get involved...

The Financial Conduct Authority (FCA) has unveiled its final Consumer Duty rules today (27 July), which, it said, will require firms to put their customers' needs at the heart of what they do.

Private equity-backed Progeny will expand its presence in Scotland through its latest acquisition plans.

Advisers were largely unsure of economic impact of Nadhim Zahawi’s appointment to the role of Chancellor of the Exchequer, given the evolving nature of the situation, but many questioned how long he would survive should Boris Johnson be ousted from Number 10.

Private equity-backed Progeny has expanded its presence in the south of England through its latest acquisition for an undisclosed sum.

Facing the challenges of recruitment and training process, as well as understanding the importance of diversity, are essential when it comes to building successful teams, delegates at PA360 heard.