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Heather Hopkins featured in ‘Professional Adviser’
The way financial advisers ask questions to their clients about ESG will be crucial, as getting the phrasing right is the first step towards sustainable investing with purpose. In this 'Professional Adviser' article, our MD Heath Hopkins outlines some of the findings...
NextWealth featured in ‘Professional Adviser’
Using a discretionary fund manager (DFM) can reduce research time and help advisers understand the nuances of ESG investments, but how can advisers know they are making the right choice? Our founder and MD Heather Hopkins shared her views with ‘Professional Adviser’...
Anna Pollins, Managing Director (Partnership), Fairstone, tells Heather Hopkins about Fairstone’s approach to integrating firms
We caught up recently with Anna, to learn more about her role, Fairstone’s model and the importance of good cultural fit to successful integration. Anna’s role at Fairstone took a bit of explaining. As an IFA acquirer she told us, the company’s approach is rather...
NextWealth featured in ‘New Model Adviser’
As lack of integration remains the largest adviser tech problem, advisers are looking to keep things simple with an efficient streamlined system. Our founder and MD Heather Hopkins told 'New Model Adviser': "The three main approaches are consolidating most assets to a...
NextWealth featured in ‘Professional Adviser’
Many DFMs have stopped charging VAT on their model portfolio services. Our MD Heather Hopkins shared her view about this trend with Professional Adviser, highlighting the operational challenge for some platforms to make the change: "There are operational issues that...
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