Financial planning
Financial planning | 17 May 24
Impending pension changes the hot topic at II Connect 2024 – The UAP Group
This session promises to be “both revealing and informative”
Best Practice | 17 May 24
Industry reacts as UAE approves decision that aims to regulate cold calling
Specific guidelines include setting penalties for violations
Adviser spotlight: How DIYMoney is tackling the huge ‘advice gap’ in the UK
Financial Planning need not be complicated, certainly for those who are building up their assets over their working life
Financial planning | 15 May 24
The Exit Partnership, Change Squared, AspireExec combine as new business lifecycle agency
Melo will help financial planning firm owners build better businesses, at every stage of journey from launch to exit
Financial planning | 8 May 24
Alexander Beard Group joins US employee benefits brokerage Assurex Global
The partnership currently includes Griffiths & Armour in Liverpool, and Broadstone Financial Solutions in London.