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PIMFA recently published 12 recommendations to fix the advice market. Here, Tim Sargisson assesses the trade body's desires and highlights one fundamental problem with the advice sector, or rather one problematic perception...
Newly launched wealth management firm Unique Wealth will target aspirational clients whose asset levels might see them overlooked by competitors.
Each year we name a shortlist of candidates, one of whom will be named Professional Adviser Personality of the Year, and we are asking our readers to help us come up with the shortlist before we put it to a public vote.
More than 350 financial advisers have signed up to adopting the financial vulnerability taskforce charter and consumer guide in the first two weeks since its launch.
Chris Budd: Putting financial wellbeing into practice Wellbeing certificate and audit Chris Budd: "One adviser attempting to deliver financial wellbeing will struggle, however, if they are not appropriately supported by a firm." Chris Budd For those who are curious about financial wellbeing and want to learn more, Chris Budd explains how the Initiative for Financial Wellbeing (IFW) can help you get started and why having the support of your firm is important... The first year of the IFW was, to say the least, a memorable one. From a standing start, and during the pandemic, we now have over 23...