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Vicky Pearce and Roderic Rennison look at the process of selling an advice practice and highlight the importance of due diligence despite it being potentially 'intrusive, tedious and stressful'...
Financial advisers value hands-on support when choosing a compliance provider, according to research by B-Compliant.
Here they are. The first set of shortlists for the Professional Adviser Awards 2023…
Trademarking is not all that easy to do, but it is worth the time and effort to protect advisory businesses, writes Victoria Pearce
It has taken Holistic Pension Transfer Specialists (HPTS) 30 months to return to unrestricted trading after six of its case files were deemed “unclear” by the Financial Conduct Authority (FCA) in November 2019, the firm revealed.