Financial planning
Best Practice | 19 Sep 24
CII: ‘Encouraging signs’ in Middle East for take-up of internationally recognised qualifications
The Chartered Insurance Institute launched its International Professional Partner Firm’s initiative (IPPF) just under two years ago
Financial planning | 18 Sep 24
Bristol financial planning firm The Aspire Partnership names two new partners
Naomi Keith and Ken Hall have a combined two decades of experience at The Aspire Partnership
Financial planning | 17 Sep 24
Collidr launches portfolio assistant technology for advisers
Collidr Technologies uses its proprietary AI technology to deliver investment portfolio solutions to the investment community
Financial planning | 17 Sep 24
Brooks Macdonald to acquire Lucas Fettes Financial Planning
Lucas Fettes has c.£890m assets under advice spread across 1,600 personal clients
Advice firms only as strong as their back-office, says Continuum
Even the best team of advisers can only achieve so much




