I’m hearing from multiple sources that there is a distinct feeling of apathy within the advice community when it comes to the Consumer Duty. Especially among those at the smaller end, which, let’s be honest, is most firms.
Good morning and welcome to your Morning Briefing for Thursday 6 April, 2023. To get this in your inbox every morning click here. Another IFA deal Holborn Financial, the Wimbledon-based IFA firm, has acquired Kingsley Financial Management of Whitchurch for an undisclosed sum. Kingsley was founded by Eamon Keelan
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
Adam’s experience embraces the creation and production of training programmes for financial planners worldwide, including the International Speaker and