Continue in 4 seconds


One of the new recruits says his group was attracted to the firm's platform and culture.

Get FP in your inbox

The Latest

See all of The Latest


Why female-focused digital advice is needed

Women need help in investing, and new niche robo advisers are providing a means to achieving financial confidence.

4 steps to successfully transition a practice

The benefits of transitioning to a full-service independent platform are clear, but the process can be tricky and firms must take great care when making the switch.

Tax-saving moves for clients

It's not too late to help clients improve their tax situation for 2016 and beyond.
See all Voices


See all resources