As rehearsed many times on these pages, the average age of the financial adviser population is...
Tag archive for: IFAs
“Financial wellbeing: Does more money make us more happy?”
Well, a rather more existential than the norm question for a financial services trade mag. Does...
“Should the advice industry move away from an ‘anti-tax’ culture?”
Do we, then, concentrate too much on helping our clients to reduce their tax liabilities? Often,...
“More turn to IFAs with 4mn taking advice in 2022”
This all sounds very good for us and promising for the rest of the ‘unadvised’ who need advice;...
“Timeline boss bullish about resilience of small and medium IFAs”
I’ve heard divergent views on the future of firms like ours in the past week or so. One was from a...
“Sanlam shifts sub-£300k clients to ease pressure on wealth managers”
Good news for independent advisers. The more private banks and others who seek to ditch what they...