Aegon launches protection dashboard for advisers
- Friday, 20 May 2022
- Articles
Aegon UK has launched a new dashboard for financial advisers which will enable them to add all protection applications onto one online platform.
Read more...Tilney Smith & Williamson targets retiring advisers
- Wednesday, 06 October 2021
- Articles
Wealth manager and Financial Planner Tilney Smith & Williamson is targeting retiring financial advisers who want to transfer their client books to Tilney.
Read more...Quilter cuts 140 advisers with more to go
- Wednesday, 11 August 2021
- Articles
Quilter, one of the largest advice firms in the UK, has cut its number of restricted advisers over the past year by 141 from 1,842 to 1,701, it revealed in its latest interim results out today.
Read more...Huge variation in advisers’ client risk assessments
- Tuesday, 25 May 2021
- Articles
Financial advisers show a huge variation in how they assess client risk tolerance with some putting the same 'imaginary' client at different ends of the risk spectrum, according to a new study.
Read more...