National IFA and fund management group One Four Nine has revealed its largest purchase to date with the acquisition of Glasgow-based financial planning firm McCrea Financial Services (McCrea).
When a SIPP provider goes bust, the best-case scenario for affected clients is worry and inconvenience. But the worst case could see them instructing solicitors and taking a claim to the FSCS. So, what is the role of an IFA?
Cashflow modelling has become a crucial financial planning tool for many firms, but with every convert, there is a critic. Georgie Lee asks: what are the actual benefits of a cashflow planning strategy to an adviser?