‘In reality, paraplanners are essential collaborators, not mere assistants’
Advisers can play a crucial role in the preperation of Form E
A happy retirement is the 'north star'
Winners collected their awards at the WIFA 2024 ceremony on 6 November
Non-court dispute resolution can be more cost-effective and efficient
Photos from the awards ceremony held in London on 6 November
WIFA 2024 awards were presented at gala dinner on 6 November
'The outstanding entries for WIFA 2024 made judging a challenging task'
Risk comes in how and where AI is deployed by wealth managers
It’s advisers - armed with empathy and innovation - who will lead the charge