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PA360: Blended strategies an important adviser consideration

When it comes to retirement planning, considering a blended strategy is always important to consider for clients, advisers heard.

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In Conversation With... Amyr Rocha Lima, managing director, Strategic Wealth Partners

In this episode of “In Conversation With”, host Lois Vallely chats to Amyr Rocha Lima – chartered financial planner and co-founder of Strategic Wealth Partners, which launched in September last year. They talk about what it was like launching a brand-new advice firm, how AI can help advisers become more efficient,

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The Morning Briefing: SJP swings to loss and new advice firm launches

The Morning Briefing: SJP swings to loss and new advice firm launches
moneymarketing.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from moneymarketing.co.uk Daily Mail and Mail on Sunday newspapers.

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Who TF are The Lang Cat anyway? The Wellesley Grove Journal

The long and winding road What was your route into the world of financial services? To answer that question himself, Shaping Wealth founder Neil Bage shared five of his former jobs on X (below) and then tagged five more. This prompted a flurry of left-field confessions from others, such as ice-cream scooper,

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'A friend made coffee in Axa's head office. That's how I fell into it'

'A friend made coffee in Axa's head office. That's how I fell into it'
ftadviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ftadviser.com Daily Mail and Mail on Sunday newspapers.

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