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September 7, 2022
Tim Sargisson shares his five critical rules to follow to deliver a successful outcome when selling a regulated business.
August 26, 2022
M&G Wealth has announced that Tim Sargisson, chief executive of Sandringham Partners, will leave the business early next year.
August 26, 2022
Good morning and welcome to your Morning Briefing for Friday 26 August 2022. To get this in your inbox every morning click here. Sandringham loses CEO M&G Wealth has announced that Tim Sargisson, chief executive of Sandringham Partners, will leave the business early next year. Sargisson has been CEO of
August 25, 2022
M&G Wealth has announced that Tim Sargisson, CEO of IFA firm Sandringham Partners, is set to leave early next year.
August 18, 2022
With the introduction of the Consumer Duty and the Consumer Principle we will see a greater focus on consumer outcomes, where firms must actively assess and evidence how their actions and processes are working to deliver good outcomes for clients.
August 5, 2022
Read the digital issue in full here Cover feature The platform era started in 2000 and has undergone a lot of change. But the latest trends could put many out of business, finds Amanda Newman Smith MM view The platforms landscape is changing, says Lois Vallely. As advisers become increasingly reliant on technology,
June 29, 2022
Investment requires a disciplined approach and a degree of clients holding their nerve if markets fall, writes Tim Sargisson. The adviser is there to provide the steady hand on the tiller and reassuring words...
June 6, 2022
Customers need to understand what they are getting, and the difference between independent and restricted advice. And, ultimately, customer outcomes must remain at the centre of any tie-ups.
May 27, 2022
Technology has the power to nearly double the number of clients an adviser can take on, according to Stephen Mitchell, head of proposition at FE fundinfo.
May 23, 2022
Private equity, use of technology in financial advice and the business of financial advice were just a few of the important topics adviser firm CEOs Keith Churchouse and Tim Sargisson addressed during an interview at PA360.