Lewis Brownlee
Progeny snaps up UK financial planning firm
Deal takes assets under management to nearly £7bn
Advice firms reveal investment platform ownership aspirations
But it is not for the ‘feint hearted’
Best Practice | 16 Mar 21
How practical are apprenticeships for the advice sector?
With a multitude of academies – do they still have a place?
What will negative interest rates mean for the UK advice sector?
Clients sitting in cash may need to reassess their investment strategy
How can advisers prepare for a potential second lockdown?
‘Housekeeping around cost management has never been more important’