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The Morning Briefing: Perspective acquires two firms and three pledges to advice profession

Good morning and welcome to your Morning Briefing for Friday 5 January 2024. To get this in your inbox every morning click here. Perspective makes two more acquisitions Perspective Financial Group has made two more acquisitions. The acquisitions, completed just before Christmas, has taken the total number to 22 in ....

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Advisers slate platforms over poor service levels

Platform providers have been criticized over their service levels as advisers say they want more done to address the issue. Advisers bemoaned the lack of good service across the platform sector. ....

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The Paraplanner Club Welcomes Sam Patterson as Director and Head of Mentoring

The Paraplanner Club, a free mentoring scheme for paraplanners, is pleased to announce the appointment of Sam Patterson as its new Director and Head of ....

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A good read: Financial services professionals re-launch book club

A good read: Financial services professionals re-launch book club
Re-launched this month
Singleton, who started working with Walker in June last year, officially took over in September 2020 and asked Davies Cole if she would like to join.
Several professionals from the financial services community have re-launched a financial planning book club.
The club was initially launched by Handford Aitkenhead & Walker Chartered financial planner Alasdair Walker and NextGen director Adam Own in 2019, but the batton was passed to Plan Works director and Chartered.
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PA is dedicated to championing professional advisers. It helps you build your business, service clients and generate sustainable income. ....

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