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Emmelia Powell: Should exams matter in financial planning?
When I first entered the financial services industry, I set myself a…
Verve Foundation launches new cohort of financial adviser students
The Verve Foundation has announced a collaboration with Intelliflo, PortfolioMetrix, First Wealth,…
Quilter rebrands adviser school to academy
Quilter has made “significant changes” to its financial adviser school, including rebranding…
Verve Foundation launches 2024 Adviser Incubator programme
The Verve Foundation has reignited its Adviser Incubator programme with four new…
Most young advisers would recommend career in ‘thriving’ profession to others
Advisers would overwhelmingly recommend careers in the financial advice profession to others,…
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Financial Planner Life launches independent adviser academy
Financial Planner Life founder Sam Oakes is launching an independent academy, in…
Quilter appoints Chris Jones as academy director
Quilter has appointed Chris Jones as its Financial Adviser School academy director.…
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Women’s Wealth hunts for trainee advisers as it beefs up training programme
Women’s Wealth is looking for four candidates to train as independent financial…
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CISI teams up with Anglia Ruskin University to offer exams
The Chartered Institute for Securities and Investment (CISI) has partnered with Anglia…
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FA2B: Financial planning in four seasons
Knowing which job to do around the garden each month is essential…
Diary of an aspiring adviser: ‘As a mixed-race, mid-30s female, my demographic is under-represented in the industry’
I'm reflecting on my previous 12 months and setting tangible goals for…
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How to build a client bank as a new adviser
Once advisers are clear about the kind of business they want, it…
