Page 4 - Tim Sargisson News Today

When the new Consumer Duty lands, on 31 July, it will have a seismic impact on our industry, writes Tim Sargisson. Is your advice practice ready?

Good morning and welcome to your Morning Briefing for Friday 25 March, 2022. To get this in your inbox every morning click here. Snakes and ladders  How do you build a successful advice business and avoid common mistakes? Paul Morrish, who is a founder of Succession Wealth, has some useful tips. They are find

PFS calls on financial planners to challenge FCA's advice perceptions

Companies risk 'dramatic' financial impact for clients if transfer goes wrong

Research firms' output is invaluable in helping to guide and support a firms' strategy, writes Tim Sargisson. No research without action. No action without research...

International Adviser spoke with Sandringham Financial Partners, M&G Wealth, Progeny, IWP, Quilter and Tenet to discuss how companies can be ready for...

Persistence and resilience only come from having been given a chance to work through complex problems, writes Tim Sargisson, something advisers are all too familiar with...

M&G has reached a deal with Sandringham Financial Partners to acquire the Huddersfield-based IFA firm for an undisclosed sum.

Good morning and welcome to your Morning Briefing for Wednesday 18 August, 2021. To get this in your inbox every morning click here. M&G buys Sandringham M&G is on a mission to attract new advisers to its M&G Wealth business. It's managed to bring a fair few over in one fell swoop with the purchase of

There are no shortcuts to building consumer trust, writes Tim Sargisson. But getting the basics sorted, such as complying with SM&CR and other regulatory diktats, is a good place to start