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  • Under 10% of Gen-Xers see an IFA regularly

    Only 8% of middle aged savers see an IFA regularly

  • Editor Kevin O'Donnell

    Editor’s Comment: The grim news about Generation X

  • Will Self, CEO of Curtis Banks

    Curtis Banks buys Talbot and Muir and Dunstan Thomas for £53m

  • Will Self

    Curtis Banks completes Talbot and Muir takeover

  • Assets under administration for Curtis Banks increased by 11% to £32.4bn in 2020

    Curtis Banks AUA rises 11% following acquisitions

  • Over a third (37%) of ‘Boomers’ have used a financial adviser at some point in their lives.

    IHT planning and pensions driving ‘Boomer’ advice demand

  • Curtis Banks' website

    Dunstan Thomas founder takes senior role in Curtis Banks

  • Many 'Baby Boomers' want regulated financial advice

    Many ‘Boomers’ want to work past 70

  • Editor Kevin O'Donnell

    Editor’s Comment: Boomers to fuel retirement advice demand

  • Curtis Banks' website

    Curtis Banks adds pension calculation tools

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  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs