We're delighted to announce details of our autumn events programme, featuring investment forums, intergenerational advice workshops and compliance clinics, as well as technology surgeries.
Technology is merely a tool to help to run an advisory business, and should support the processes advisers already have in place, according to SimplyBiz Group investment service managing director Dan Russell at the second series of Working Lunches hosted by Professional Adviser on Thursday (20 August).
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