FINANCIAL ADVISERS
Financial planning
One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....
Funds management
Milford is to launch three funds following consultation with financial advisers while closing two other strategies which hold a small volume of assets....
Financial planning
Three commentators unpack how firms are increasingly hiring client-facing investment specialists to support financial advisers in understanding the complexities of altern...
Financial planning
Five male names are shared by over 10 per cent of the financial advice industry, according to CoreData, while a female name does not appear until number 43....
Funds management
Natixis Investment Managers has explored how financial advisers can leverage derivative income ETFs for their clients who are seeking to enhance income generation....
Financial planning
Financial advisers who wish to implement artificial intelligence in their practices need to undergo a change in their mindset as to how they use technology....
Features
With alternative funds being described as “impossible” for fund managers to target towards advisers without the support of BDMs for education, Money Management explores t...
Financial planning
Financial advisers are being encouraged to bring forward their retirement income planning conversations with clients, with an ideal “runway” of at least 10 years prior to...
Financial planning
The proportion of advisers working at a privately owned licensee rose to 78 per cent in the fourth quarter of 2024 as over 1,000 advisers left a diversified firm. ...
Financial planning
The financial advice business has expanded its range of services with the introduction of Apt Wealth Legal Services to meet clients’ evolving needs in estate planning and...
Funds management
New research has revealed which fund manager is the most recommended by financial advisers to their clients, as well as the most preferred research houses....
Financial planning
There are seven key mistakes that financial advice businesses need to steer clear of in 2025 to avoid hindering their business growth and profitability, according to Advi...
Financial planning
More than 30 advisers fell off the FAR during the Christmas and New Year period, according to Wealth Data, with half of these coming from licensee giant Entireti....
Features
As financial advisers enter the new year, Assured Support shares eight strategies to help advice businesses thrive through focused and consistent planning....
Financial planning
As the year comes to an end, Money Management takes a look at the biggest announcements that shocked the financial advice industry in 2024....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...