Casebook: Death of an entrepreneur
- Monday, 21 August 2023
- Articles
Chartered Financial Planner Ian Cook of Quilter writes in the latest issue of Financial Planning Today magazine about how he helped a widow in Scotland in her early 50s plan for the future after the tragic, untimely death of her entrepreneur husband.
Read more...Quilter adds client comms guide
- Friday, 18 August 2023
- Articles
Wealth manager and Financial Planner Quilter has added a client communications guide to its Consumer Duty support for advisers.
Read more...Quilter Planning partners with non-exec body
- Thursday, 17 August 2023
- Articles
Quilter’s high net worth Financial Planning arm Quilter Private Client Advisers and discretionary investment arm Quilter Cheviot have signed an affinity partnership with non-executive body Virtualnonexecs.com
Read more...Adviser platform flows plunge 38% to all-time low
- Thursday, 17 August 2023
- Articles
Advised platform net flows plunged 38% to £2.8bn in the second quarter of 2023.
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