Progeny
Best Practice | 11 May 21
How are UK advice firms planning for the end of lockdown?
‘Face-to-face meetings will quickly become the exception rather than the norm’
UK advice firm acquires Scottish financial planning business
It does not want to do deals which see clients as a ‘secondary concern’
What do financial advisers want to see in 2021?
2020 was a learning curve for the sector, but this year is about ‘building the future of advice’
Best Practice | 26 Aug 20
Advice academy to roll out tax and law courses
Comprehensive training will ‘foster a new generation of advisers’
PEOPLE MOVES: Close Brothers, Deutsche Bank WM, Phoenix Group
Asset manager names CEO, while wealth firm hires south east Asia head