Pension transfer at highest level for 2 years
Intense Life Desires The XPS Transfer Value Index The number of pension transfers has risen to its highest...
Expense Tracking
Raymond James’ recruiting surges during market turmoil
Though it didn’t give specific figures, Raymond James said its advisor recruitment is surging. The...
Kitces & Carl Ep 169: IS There A Future Of Financial Planning In The AI Era?
From the advent of personal computers and the Internet to smartphones and sophisticated financial software,...
LIBF revamps Advanced Diploma in Financial Advice
The LIBF has been offering the Advanced DipFA qualification since 2012 The LIBF professional body...
Student loan cap poses planning problems for advisors
Students planning to pursue advanced degrees could soon face a complicated financial situation thanks to...
Saying “I Don’t Know” With Confidence In Client Meetings – And Still Strengthen Trust
For newer financial advisors, few situations feel more daunting than being asked a question in...
PFS to invest £1m into new Planner training initiatives
PFS Pathways initiative launch today The Personal Finance Society (PFS) is to pump £1m into...
A Quick Guide to the One Big Beautiful Bill Act (OBBBA)
Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) brings...
Firms accused of stretching meaning of ‘family office’
A cliché in wealth management is “When you’ve seen one family office, you’ve seen one...
FSCS receives 644 claims against failed SIPP provider
FSCS offices in London The Financial Services Compensation Scheme, the industry consumer safety net, has...