Author profile

Julia Bahr

Julia Bahr

Articles by Julia Bahr

Evelyn Partners adds financial planner to Chelmsford office

People

Evelyn Partners adds financial planner to Chelmsford office

Remains on hiring spree

clock 03 August 2022 • 2 min read
Fintel backs We Are Change initative to support advice sector growth

Your profession

Fintel backs We Are Change initative to support advice sector growth

‘Broadening access to talent’

clock 03 August 2022 • 2 min read
Progeny launches summer school to attract young talent  

Your profession

Progeny launches summer school to attract young talent  

‘Not the most visible career option’ 

clock 03 August 2022 • 2 min read
Equity release activity up 26% year-on year

Equity release

Equity release activity up 26% year-on year

‘Continued return to pre-pandemic market growth’

clock 02 August 2022 • 4 min read
MKC Wealth buys Cheshire IFA Genius Wealth Management

Your Business

MKC Wealth buys Cheshire IFA Genius Wealth Management

Second acquisition in 2022

clock 29 July 2022 • 3 min read
FCA's regulation of funeral plans comes into force

Regulation

FCA's regulation of funeral plans comes into force

Boosting consumer protection

clock 29 July 2022 • 2 min read
FCA rejects funeral provider's application for authorisation 

Regulation

FCA rejects funeral provider's application for authorisation 

‘Poor sales practices’ 

clock 29 July 2022 • 2 min read
Richard Wilson to lead abrdn's personal wealth business

People

Richard Wilson to lead abrdn's personal wealth business

CEO Connellan steps down

clock 28 July 2022 • 2 min read
IHT receipts up 14% on last year

Tax planning

IHT receipts up 14% on last year

'Continually rising prices'

clock 28 July 2022 • 3 min read
SJP FUM drops by £11bn in first half of 2022

Your Business

SJP FUM drops by £11bn in first half of 2022

‘Market reversals'

clock 28 July 2022 • 2 min read
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Wealth managers drive record M&A surge as UK deals climb 26% in 2024

09 January 2025 • 1 min read
02

Pension predictions for 2025: IHT, 'mega funds' and targeted support

09 January 2025 • 3 min read
03

FSCS opens online portal to review small sample of TenetConnect claims

09 January 2025 • 2 min read
04

Tatton retains pole position on Defaqto's top ten MPS list

09 January 2025 • 2 min read
05

Average DB transfer complainant to receive no compensation

09 January 2025 • 1 min read