Author profile

Julia Bahr

Julia Bahr

Articles by Julia Bahr

Crypto confidence: Advisers share experiences and tips

Your Business

Crypto confidence: Advisers share experiences and tips

'Team up with experts'

clock 15 August 2022 • 4 min read
Number of smaller advice firms continues to shrink, analysis finds

Your Business

Number of smaller advice firms continues to shrink, analysis finds

'Costs of running an advice business on the rise'

clock 12 August 2022 • 2 min read
VouchedFor reveals top five Consumer Duty 'gaps'

Regulation

VouchedFor reveals top five Consumer Duty 'gaps'

250,000 clients’ feedback

clock 11 August 2022 • 3 min read
Evelyn Partners adds Buckinghamshire-based 2hWealthcare team

People

Evelyn Partners adds Buckinghamshire-based 2hWealthcare team

Four to join

clock 11 August 2022 • 2 min read
Evelyn Partners continues expansion with Guildford financial planner hire

People

Evelyn Partners continues expansion with Guildford financial planner hire

Remains on hiring spree

clock 09 August 2022 • 2 min read
Vanguard reveals advisory changes to Vanguard UK active equity fund

Your Business

Vanguard reveals advisory changes to Vanguard UK active equity fund

Adds investment adviser

clock 08 August 2022 • 2 min read
Titan Wealth buys London-based Haibun Wealth to bolster proposition

Your Business

Titan Wealth buys London-based Haibun Wealth to bolster proposition

Third acquisition in 2022

clock 08 August 2022 • 3 min read
Pivotal moments: How advisers help clients navigate 'life junctions'

Your profession

Pivotal moments: How advisers help clients navigate 'life junctions'

'Exciting and daunting rolled into one'

clock 05 August 2022 • 5 min read
CGT receipts for 2020/21 reach record £14.3bn - HRMC data

Tax planning

CGT receipts for 2020/21 reach record £14.3bn - HRMC data

Up 42% from previous year

clock 04 August 2022 • 4 min read
Quarter of advisers call for removal of 'emergency tax' on drawdown - abrdn

Tax planning

Quarter of advisers call for removal of 'emergency tax' on drawdown - abrdn

'Disappointment for many clients'

clock 03 August 2022 • 3 min read
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