Latest News & Blog

Attracting new blood to adviser firms

27 Aug 2019

NMBA’s Richard Ardron discussed how apprenticeships can be an excellent stepping stone into the industry.

The importance of assessing mental capacity

23 Aug 2019

With vulnerable clients, and those in later life, on the increase, Libby Holding of APS looks at key ways to assess mental capacity as part of the estate planning advice process. 

Conduct Rule breaches: Nowhere to run, nowhere to hide

23 Aug 2019

If an employee leaves your firm before disciplinary action relating to a Conduct Rule breach is concluded, no-one needs to know - right? Wrong!

Contingency charging could hurt those who need advice the most

16 Aug 2019

SimplyBiz Group Joint CEO, Matt Timmins, talks about the unintended consequences of the FCA’s proposed ban on contingency charging and how it may impact access to advice and the adviser community. 

What is the best way to sell or acquire a business?

01 Aug 2019

Joint Group CEO, Neil Stevens, discusses his six key steps to planning a successful acquisition or exit.