VBP consultant Sue Viskovic has warned advisers thinking of going self-licensed that they need to act “from a business head, not an adviser head” when it comes to scaling up their practice.
A report has highlighted a growing appetite among high-net-worth individuals for private market investments, creating a significant opportunity for advisers.
We ask the right questions to uncover how diabetes and obesity drugs are having a disruptive impact, not just across health care but also a range of other sectors and industries.
The two firms have announced a new online development program to support career changers, advice support staff and university graduates in joining the financial advice profession.
With more women aged 35–50 engaged in their finances and investments than ever, the cohort is a growing demographic for financial advice firms to work with, writes Nina Kazmierczak.