How advisors use technology to retain clients during transitions
Intense Life Desires Around 10% of advisors expect to change firms or consolidate their practices this year; such...
Expense Tracking
Rathbones adds active MPS in first launch after Investec merger
Rathbones and Investec Wealth completed their £1bn merger in September 2023, creating a £100bn AUM...
SmartAsset calculates financial advisor’s value
Financial advisors seeking a quick way to show prospective clients how their services pay for...
Jupiter assets rise by 4%, up £1.8bn in last six months
Jupiter website Jupiter Fund Management saw assets under management rise by 4%, climbing £1.8bn to...
Gray divorce rise presents retirement challenges for advisors
Divorce later in life doesn’t just split assets — it can shatter retirement plans. As...
Weekend Reading For Financial Planners (July 26–27)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks...
57% of investors would consider illiquid assets in LTAFs
Rachel Reeves said LTAFs would be allowed in ISAs Three in five, 57%, of UK...
Ameriprise wealth earnings dropped in q2 due to volatility
The stock and bond volatility linked with the tariffs that President Donald Trump unveiled in...
Hargreaves removes Schroder Income from Wealth Shortlist
HL HQ Hargreaves Lansdown has removed the Schroder Income fund from its Wealth Shortlist because...
Study explores financial stress triggers
A traditional “siloed” approach to financial planning fails to guide clients through the stress and...