Comment & Analysis
Done deals: the IFAs who sold their businesses in 2018
This year has seen a host of advisers sell their businesses to consolidators – and sometimes to their own staff. Check out all the highlights from eight months of action here.By Ollie Smith - 10 December 2018, 10:45
Advisers must be ready for £1 trillion wealth handover
The size of the loss of inheritance through generations is cause for concern.
My friend quit work to travel, a perfect case for a planner
There is an untapped market of young people leading their lives differently, and it is in danger of being overlooked by financial planners.
‘She’s On the Money’ decodes retirement planning for women
Features editor Natasha Turner attends an event designed to improve womens' knowledge of pensions.
Why the FCA's orphan client solution is flawed
The regulator is right to tackle the issue of non-advised customers, but its solution for platforms to monitor activity may cause more harm than good.
Tech revolution is exciting for advice but consumers need to be engaged too
Financial technology could lead people to advice, as opposed to the other way around.
Qualifications must up their game on volatility
Without a deeper understanding of volatility, IFAs are taking a chance on clients’ investments.
See the pics from the Citywire Emerging Market forum
Emerging market enthusiasts from across the funds buyside met at the Bulgari Hotel in Knightsbridge this week for our special themed event
Regional Insight: We meet Chester's financial advisers
A new theatre, plenty of parking and a friendly atmosphere have all contributed to a growing financial advice market in Roman Chester, Ashley Thomas-Walsh discovers.
The secrets of good platform customer service
Good service is hard to define, but you know it when you see it says Heather Hopkins.