Advisers take on 240km charity cycle in Slovenian alps
Intense Life Desires The cycling advisers. Source: Andrew Horne’s JustGiving page Two IFAs at national advice firm Continuum...
Expense Tracking
BlackRock: Plan sponsors say active funds can beat market
Most workplace plan sponsors still believe active management can outperform the market, according to new...
Weekend Reading For Financial Planners (September 13–14)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks...
AFH recruits two senior staff from SJP
Alan Hudson, AFH Founder and CEO Financial Planning and wealth management group AFH has recruited...
Raymond James sues to retrieve dead advisor’s laptop
Raymond James is taking the widower of one of its former advisors to court for...
Client acquisition and retention top adviser concerns
Advisers were focused on finding new clients Client acquisition (34%) and client retention (23%) are...
OBBBA impact on charitable donation strategies
Financial advisors and tax professionals may soon be getting questions from wealthy clients about whether...
Octopus advice proposition adds Harry Potter-themed AI assistants
The new AI assistants (nicknamed Harry, Ron and Hermione by the team) will enable advisers...
DOL takes Morgan Stanley’s side on advisor deferred comp
The Department of Labor has weighed in on Morgan Stanley’s side in a dispute over...
Treasury Committee criticises govt over ISA reform
Dame Meg Hillier MP, chair of the Treasury Select Committee The Treasury Committee has criticised...