Top 100 2017: Check out the third batch from our list
MPA Financial Management, Solihull MPA lays on a private client lunch twice a year for its largest clients and invites industry speakers. Topics in the last year have included death benefits on pensions, long-term care and strategic asset allocation, though apparently the talk on electric carmaker Tesla went down best. Along with newsletters, the [...]
Brum’s the word: Why Birmingham’s advisers are giving London a run for its money
When you think of big, industrialised cities in the UK paving the way in finance you’d be forgiven for having London spring to mind first. But not far behind and 125 miles north is a strong competitor; you guessed it, I’m talking about Birmingham. Despite its second-best reputation with many Londoners, the city has [...]
Defying the Brexit gloom
A tale of two cities – Defying the Brexit gloom. ‘It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness’. If you have as much as glanced the news since the results of the referendum last year, you might have [...]
IFAs must pass on wisdom through training schemes
The average age of an adviser in the IFA community is in the mid-50s, and we are forever wondering where the next generation is coming from. Business is booming, the banks have effectively ceased face-to-face advice, direct sales forces are gone and consolidators are hoovering up client banks at an alarming rate. But who [...]
Profile: MPA’s Phil McGovern talks ‘demonising’ DB transfers and ‘obscene’ fees
When MPA Financial Management managing director Phil McGovern sat the old G60 pension exam in 1996, he was among 11 per cent of the candidates who passed. McGovern subsequently went on to regularly coach others how to pass it at a Society of Financial Adviser study group. Fast forward to the present and AF3, [...]