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Cross-Border Views

Profile: how career burnout led to a family office launch

I was burnt-out from a career in finance and had no desire to come back, says the founder of Blu Family Office

Adviser profile: David Philips and Steve Bennett of Wealth Design

David Philips and Steve Bennett want to cultivate a unique brand at Wealth Design, with a fresh approach to marketing, fees and acquisition

Michelle Hoskin: what makes a successful financial planning business?

What makes a successful financial planning business? That is one of the main topics we will explore in our upcoming New Model Adviser® Roadshow, which stops in Manchester, Glasgow, Chepstow, Bournemouth and London.

Adviser profile: Martin Cawley of Devonshire Wealth Management

Martin Cawley of Devonshire Wealth Management says cashflow modelling still marks new model firms out from the majority of UK advisers.

Profile: How Julius Baer plans to win UK wealth

Julius Baer has embared on a hiring spree to fuel its ambitious UK expansion plans.

Adviser profile: Claire Phillips of First Wealth

Despite plans to cut client numbers in half this year, Claire Phillips says First Wealth is committed to closing the advice gap and improving financial education

Adviser profile: Mark Insley of Ascot Wealth Management

Opening a South Africa office has been a gateway to new opportunities for Ascot Wealth Management. Never one to shy away from a challenge, managing director Mark Insley is looking to expand further.

Profile: cooking Raymond James' special sauce

Treating their own employees as clients is not a common strategy for businesses, but Raymond James says it has been a key to its success

My career in advice so far: Rachel Naulls of Informed Financial Planning

Financial education is needed to teach the basics and destroy the stereotype that financial services are for old men in draughty offices.

Adviser profile: Tamsin Caine of Smart Financial

After being invited to join Smart Financial, Tamsin Caine has fended off fractures in the firm and tackled work and life in equal measure.