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The Morning Briefing: The future of platforms and Royal London on Aegon deal

Good morning and welcome to your Morning Briefing for Wednesday 5 April, 2023. To get this in your inbox every morning click here. Platform future Epic is the only word that can be used to describe my colleague Lois Vallely's deep dive into the world of adviser-owned platforms. It is well-written, deeply researched ....

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Adam Owen joins the Board of the The Institute for Financial Wellbeing as Non-Exec Director

Adam’s experience embraces the creation and production of training programmes for financial planners worldwide, including the International Speaker and ....

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Financial wellbeing: Why wealth is bad for your health

Chris Budd looks at financial wellbeing and explains why wealth is bad for your clients' health. ....

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Mechanics and guides: The growing trend of dual role advisers

There’s a movement brewing in the advice industry towards financial wellbeing, with more advisers seeking deeper understanding with both clients and in fact themselves, Ayesha Venkataraman writes… ....

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Financial Adviser 2B: Three innovative approaches to training

The training of financial advisers is where the evolution of the profession begins, so it is vital this reflects the changes that are happening in wider society. Without new perspectives and fresh ideas, the profession would stagnate. ....

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