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To consolidate or not to consolidate: A panel debate

With consolidation being a buzz word in the advice industry, delegates heard a debate from panellists who were either for consolidation or pro independent. ....

Stephen Gazard , Gretchen Betts , James Reiss , Phillipa Hann , David James Wealth , Magenta Financial Planning , Altor Wealth Management , Matt Pitcher ,

October 2023: Month in review with senior reporter Isabel Baxter

From St James’s Place (SJP) fee overhauls to more Financial Conduct Authority (FCA) bans, to new technology integrations, it has continued to be busy as the advice industry heads into Q4… ....

North Yorkshire , United Kingdom , City Of , Campbell Harrison , Simon Hughes , Jamie Little , Gretchen Betts , Financial Services Compensation Scheme , British Steel , Perspective Financial , Strategic Financial Portfolios , Accord Financial Management , Professional Adviser , Magenta Financial Planning , Liberate Wealth , Ebor Financial , Consumer Duty , Regional Working Lunch , Financial Advice Awards , Retirement Planning Roadshow , Month In Review ,

Gretchen Betts on building a safe space for female planners

Magenta Financial Planning managing director Gretchen Betts tells Isabel Baxter about the relaunch of her passion project FFEM and the changes she has made in the last year… ....

Honesty Hour , Honesty Hours , Gretchen Betts ,

Pensions: Women get 35% less than men due to care responsibilities

Taking time off or working part-time means less money can be saved in pensions for retirement. ....

United Kingdom , Gretchen Betts , Rowan Davies , Felicity Evans , Judith Jeeves , Magenta Financial Planning , Mrs Jeeves , Chwarae Teg , Lane Clark , Gender Pensions Gap ,

Pensions: Women's pay gap 35% of men's due to care responsibilities

Taking time-off or working part-time means less money can be saved in pensions for retirement. ....

United Kingdom , Gretchen Betts , Rowan Davies , Judith Jeeves , Felicity Evans , Mabon She , Magenta Financial Planning , Mrs Jeeves , Chwarae Teg , Bethan Airey While , Lane Clark , Gender Pensions Gap ,