Anna Sofat

Adviser veterans on the advice they would give to the next generation

Your profession

Adviser veterans on the advice they would give to the next generation

‘Learn both the good and bad of the industry, you will know what is right’

clock 26 October 2023 • 6 min read
How female financial advisers overcome gender barriers

Your profession

How female financial advisers overcome gender barriers

Advisers share views on International Women’s Day 2023

clock 08 March 2023 • 8 min read
'Don't panic' — dealing with client emotions in a volatile market

Investment General

'Don't panic' — dealing with client emotions in a volatile market

Advisers remind financial planning ‘is about the 'longer-term view’

clock 03 March 2023 • 6 min read
Why advisers say Consumer Duty will help vulnerable clients

Your profession

Why advisers say Consumer Duty will help vulnerable clients

Advisers say client communications and outcomes need to be bespoke

clock 12 December 2022 • 6 min read
What it takes to become a good leader in financial planning

Your Business

What it takes to become a good leader in financial planning

Empowering people key to effective leadership, experts say

clock 12 December 2022 • 7 min read
Simplifed advice: Are we on the way to another advice scandal?

Your profession

Simplifed advice: Are we on the way to another advice scandal?

Chartered financial planner sets out simplified advice plan

clock 08 December 2022 • 4 min read
Anna Sofat: Every adviser is a 21st century leader

Your Business

Anna Sofat: Every adviser is a 21st century leader

Discussing leadership in all its forms

clock 03 November 2022 • 3 min read
'Smoke and mirrors' — advisers react to new prime minister Sunak

Economics / Markets

'Smoke and mirrors' — advisers react to new prime minister Sunak

PM expected to create ‘media wins’ with tax breaks in Autumn Budget

clock 28 October 2022 • 6 min read
Advisers on the ageing industry: 'Clients need to see a few grey hairs'

Your profession

Advisers on the ageing industry: 'Clients need to see a few grey hairs'

Only 5.7% of advisers in the UK are under 30, according the FCA

clock 27 September 2022 • 6 min read
'Complete honesty' key to successful retirement planning, advisers say

Your profession

'Complete honesty' key to successful retirement planning, advisers say

'Don’t build on sand'

clock 22 August 2022 • 4 min read
Most read
01

How advisers should approach inheritance planning with clients

22 November 2024 • 4 min read
02

Tavistock acquires asset manager and moves forward with Saltus advice sale

22 November 2024 • 2 min read
03

Farmers and IHT: Why the chancellor's methods are wrong

21 November 2024 • 5 min read
04

Advisers expect regulation to limit time taken on giving advice

22 November 2024 • 2 min read
05

FCA: Most firms unable to meet bereavement claims performance levels

22 November 2024 • 3 min read