No circumstances are the same with vulnerable customers, even if their situations are similar, Compliance First managing director Janice Laing told delegates at PA's latest virtual Working Lunch webinar.
Group Joint CEO, Matt Timmins, and Head of Horizon, Alex Morley, discuss the shape of the M&A market in financial services at the moment, what they think needs to change and the part which Horizon will play.
APS Legal & Associates’ Libby Holding, explores an important, but rarely discussed area in this article, as she asks what bearing surrogacy can have on estate planning
As the Financial Conduct Authority concludes its review into equity release advice, our compliance policy manager, Sandy McGregor, explores what lessons can be learned from the regulator’s findings.
In this article, Managing Director of SIFA Professional, Dave Seager, discusses why now is the perfect time for financial advisers to assist their solicitor connections.
Alex Morley of our new Horizon proposition discusses the shape of the acquisition market for advisers, and how to ensure that clients receive a continuation of high-quality, independent, advice
Our Head of Business Consultancy, Karl Dines, takes a look at why PROD is so flexible, and how it can futureproof both your CIP and - the new kid on the block - your CRP.
We have partnered with a mergers and acquisitions specialist to support its new Horizon service, which provides support for advice firms on both sides of the acquisition process.