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IFA&E: five stories of helping clients in emergencies

How advisers lend a helping hand with clients' physical, emotional and financial emergencies.

Spring snaps: more pics from our visits to advice firms

Check out the latest load of pics from our travels around the UK visiting advisers, from April to June 2017.

Active or passive? How five top advisers invest

Top advisers explain their investment preferences

Adviser Profile: Simon Frost and Scott Atkinson of GPFM Financial Planners

Best friends do not necessarily make best business partners, but Simon Frost and Scott Atkinson say they complement each other perfectly, ensuring GPFM Financial Planners is well-placed to become a ratings hit.

Adviser Profile: Paul Annys of Qi Financial Solutions

Rugby coach Paul Annys has avoided any rucks since taking over at Qi Financial Solutions, despite the former owner still being around. Now he is stamping his mark on the firm, appealing to the next generation of clients with his sense of fun.

Adviser Profile: Julian Gilbert of Wealth Matters

Julian Gilbert’s ambitious plans for Wealth Matters were turned upside down when he was diagnosed with throat cancer in January, however, having received the all clear, he now sees life in a completely different light

Don't sign on the dotted line: IFAs start e-signature campaign

A group of IFAs have begun a campaign pressing providers to offer electronic signatures for pension products, so they can ‘go green’ and move to paperless offices.

Profile stars share their top tips for business success

Check out the five top business tips from our 10 latest cover stars.

Adviser Profile: Ed Fairey of Fairey Associates

Ed Fairey took a colourful road to financial advice but his firm, Fairey Associates, has made all the right moves to this week achieve chartered status

Retreat 2017: Advisers split on succession plans

Advisers at the New Model Adviser® Retreat had their say on regulation, Brexit, succession planning and technology.

Video pick
Play Video: Ravenscroft's Harries homes in on themes not forecasts

Video: Ravenscroft's Harries homes in on themes not forecasts

Mark Harries, head of investment management at Ravenscroft, is overseeing the launch of onshore versions of the firm's offshore funds

7 Comments Play CIO Tapes: 'passive funds are anti-capitalist'

CIO Tapes: 'passive funds are anti-capitalist'

Citywire recently gathered three of the UK's leading fund investment heads to discuss their hopes, fears and the issues that their jobs throw at them daily.

NMA Profile
Adviser Profile: Simon Frost and Scott Atkinson of GPFM Financial Planners

Adviser Profile: Simon Frost and Scott Atkinson of GPFM Financial Planners

Best friends do not necessarily make best business partners, but Simon Frost and Scott Atkinson say they complement each other perfectly, ensuring GPFM Financial Planners is well-placed to become a ratings hit.