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Wealth manager merges with IFA firm | International Adviser

Wealth manager merges with IFA firm | International Adviser
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City ofUnited kingdomBob barringerEmma knightsRalph huntLukas spyrouFace finance

Financial Adviser 2B: Should you go self-employed when starting out?

In most industries, people go self-employed once they have several years’ experience. While many advisers will follow this tried and tested path, some will have been trained by firms with business models built on self-employment, meaning that, when they qualify, they will have to find their own clients.

Lukas spyrouAndy taylorAmanda cassidyEmma knightsFinancial servicesExchange street financial servicesFinancial advisersAdele cableFinance mattersFace finance

Small business finalists from Essex revealed for prestigious awards

Small business finalists from Essex revealed for prestigious awards
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United kingdom generalUnited kingdomSaffron waldenEllacott morrisChester cookeDave sharpeGary packhamAnn scottAlpha associates ltdEnterprise east groupSatsuma groupFederation of small businessesCouture cushion ltdCeraphi energyDont panic groupDomestic abuse alliance

Should financial education be more targeted at specific earners?

There is a void in financial education that people may not necessarily fill once they leave school and enter the workplace

United kingdomRussell winnardLukas spyrouEmma knightsBeth lloydRichard danaLuke turnerStacey lowmanAshley ritchieCambridge universityDepartment for educationRishi sunakYoung enterpriseClaro wellbeingCampbell ritchie chartered accountantsFace finance

In Focus: Are we comfortable using tech to spot vulnerability?

Advisers face challenges in identifying vulnerability. One is that clients may not realise their circumstances are a source of vulnerability and, even if they do, they may not volunteer that information.

Shutterstock poptikaEddie grantVulnerability registration serviceFinancial conduct authorityTim farmerFace financeTechnical connectionMorgan ash resilience systemWill haleRegistration serviceHelen lord