Biggest negative US sentiment swing for 15 years
Sound investment advice is a significant part of an advisor's role to help navigate markets and prepare clients for major life changes, but wellbeing should be a key consideration.
Simon Fettroll and Mark Ventham founded Cesta Financial Planning
Acquired business will ‘work closely’ with Titan Wealth Planning
‘We need to make financial advice a proper profession’
Proposal would take effect from December 2025 if approved
Advisers and clients have been transferred to Fortura Financial Partners
Consolidator eyes double AUM by end of 2030
Effective from 2 April