PFS's Pathway to the Profession attracts 250 inquiries

FSCS opens for claims against Leicester financial planning firm. The Financial Services Compensation Scheme (FSCS) has opened to claims against Leicester-based Trust Financial Planning (Trust Financial). Check out Jen Frost's latest article 👇 https://incm.pub/470p02L #financialadviser #investment #investmentmanagement #finance

Profession 'more than just about money': Adviser chases B Corp status. Moran Wealth Management Ltd has moved a step closer to achieving B Corporation (B Corp) accreditation, with co-founder Nicola Crosbie (Chartered Financial Planner) arguing the standard could help financial advisers demonstrate they are about more than profit. Check out Sahar Nazir's latest article 👇 https://incm.pub/4pAWXhC #financialadviser #investment #investmentmanagement #finance

Finance isn’t just about numbers—it’s about smart decisions. Here’s what non-finance pros can steal from the CFA playbook. #CFA #FinanceForAll #CareerGrowth

The advice business: Jo Wall FPFS on bridging the gap between coaching and advice. Jenna Brown talks to WIFA award-winning adviser Jo Wall FPFS about her path to running her own small business, bridging the gap between financial coaching and advice and why she doesn’t want clients with money in the bank… Check out Jenna Brown's latest article 👇 https://incm.pub/46UehFR #financialadviser #investment #investmentmanagement #finance

Wealth isn’t lost by markets. It’s lost by smart people making lazy planning decisions. If you’re an HNI or run an MSME, read this before another “advisor” sells you comfort. Last month, a promoter almost paid 48% tax on a property exit. No ring-fenced SPV. No cash-flow waterfall. No succession plan. One audit later, lenders got jittery. A lawsuit followed. We fixed it barely because timing was on our side. Here are the 5 mistakes I see weekly and the fix: ➪ Mixing personal + business assets → Separate SPVs. Charge rent. Maintain paper trails. ➪ “Will later” thinking → Write a Will + PoA. Add a corporate trustee. Review yearly. ➪ Blind real-estate buys → Do title + encumbrance + zoning checks. Use indemnities. ➪ Overexposed loans → Cap personal guarantees. Pledge smart, not blanket. ➪ Tax as afterthought → Pre-structure exits. Use treaties, HUF, trusts legally. What’s the one risk in your plan that keeps you up at night? #HNIs #wealth #MSME #finance #legal

Adviser-built portfolios to 'win the MPS race'. Adviser-built portfolios are set to “win the model portfolio service (MPS) race” as advisory businesses look to “outsource the hassle” but retain the proposition and mandate, according to Elston Consulting. Henry Cobbe, CFA Check out Isabel Baxter's latest article 👇 https://incm.pub/4nEZ5De #financialadviser #investment #investmentmanagement #finance

Here’s a great opportunity to deepen your understanding of business valuation. The Chartered Business Valuators Institute (CBV Institute) in Canada - the global leader in business valuation standards and education - is offering Foundations of Business Valuation, a concise online course introducing the core principles, methods, and models used to value companies. It’s an accessible way for professionals, investors, and advisors to strengthen their grasp of how value is determined and communicated. Details: https://lnkd.in/gs7rHF8n #BusinessValuation #CBV #Finance

'Holistic Financial Planning' enables a Certified Financial Planner (CFP) to give unbiased and effective Investment advice as one of the features of a comprehensive plan to their clients to achieve their financial goals... 'INVESTMENT PLANNING' is only one of the 'PARTS' of 'HOLISTIC FINANCIAL PLANNING' ... and NOT THE OTHER WAY AROUND ! Suresh Sadagopan Sadique Neelgund, QPFP® Harsh Roongta FPSB India Nidhi Sinha

Advice firms turn to early intervention as section 166 reviews on the rise. An increasing number of advice and wealth management firms are taking “pre-emptive” action to avoid the costs of section 166 skilled person reviews. Rekha Cooke, Iskander Fernandez. Check out Sahar Nazir's latest article 👇 https://incm.pub/47l9OgN #financialadviser #investment #investmentmanagement #finance

Private credit investments, particularly those in real estate, are an area of heightened risk for SMSFs, with ASIC raising a number of concerns. https://ow.ly/GY9U50X0RbB #SMSF #financialplanning #financialservices #ausbiz #accounting #superannuation #smsmagazine #investments #privatecredit #ASIC