Adviser recruitment trends: who’s hiring who?

A detailed look at the firms driving job creation and the most sought-after roles Advice firms are on the hunt for recruits, with 65 per cent aiming to add to their staff within the next 12 months, according to our latest research. Our Adviser Market: Size and Structure report also found that nearly nine out […]

SimplyBiz offers referral service for unprofitable clients

Support service provider SimplyBiz is offering advisers the chance to pass on clients that are no longer viable to service through a new referral deal. Working with financial planning firm Onvestor, SimplyBiz says clients will continue to have an advised service when members choose to refer to them. The service adds to SimplyBiz’s SimplyRefer offering, […]


Mattioli Woods claims DB transfer exit won’t hurt profits

National IFA Mattioli Woods says its withdrawal from the defined benefit transfer market is not “expected to be material” on the group’s bottom line. Results published today show revenue increased from £50.5m to £58.7m, up 16.2 per cent, for the year ended 31 May. New business was generated by the firm’s consultancy team, with over […]

Help to buy – ISAs and LISAs

Melanie Tynan – Financial Capability Project Manager   House prices continue to rise in many parts of the UK with cities like Manchester recording increases of 6.6% and higher in the last year, according to the latest Hometrack house price index*. This can make it seem harder than ever for first-time buyers to get a foot […]


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