Progeny
Progeny acquires Nottingham-based wealth manager
Taking the firm’s assets under management to £8bn
Best Practice | 28 Jul 23
Why I became a financial adviser…
Victoria Ross was an investment banker before joining Progeny
Best Practice | 6 Jul 23
Why is inheritance still a taboo subject for advice clients?
As 40% of HNWIs do not have a formal inheritance plan
Will lack of adviser ESG training spark a mis-selling scandal?
Confusing terminology, no standardised reporting frameworks and greenwashing all could pose a problem
Is financial advice too expensive – and just for the wealthy?
IA spoke with a number of firms to discuss cost, education, advice-guidance boundaries and value for money