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Recruitment is a perennial problem in the IFA sector and Albemarle Street Partners' recent Coalition of the Independent research suggested there is a need for the development of a dedicated academy to train new advisers, says Charlie Parker. But the question is: who should pay for it?
In this month’s financial wellbeing column, Chris Budd looks at whether money creates happiness and offers a challenge to financial advisers…
Professional Adviser hosted its flagship event PA360 at The Brewery in London on 27 April 2022.
There are still a few spots remaining for advisers to go along to in-person PA Working Lunches events, in association with Orbis Investments, with a presentation from Heather Hopkins from the consultancy NextWealth.
The Financial Ombudsman Service (FOS) has sided with a client who complained he was not informed of changes to the management of his self-invested personal pension (SIPP after his IFA was bought by consolidator AFH Independent Financial Services.