Many wealth managers have historically been privately owned SMEs, or partnerships, and the emergence of PE investment means that a…
What factors to consider when in-housing compliance in Wealth Management?
The decision to in-house compliance in wealth management requires careful deliberation and comprehensive planning. Here are some key things to…
Kelly Biggar
Differentiation beyond Investment Performance in DFM
DFM is witnessing a shift in focus. Emphasis should move towards holistic client-centric approaches, encompassing superior client reporting, exceptional service,…
Kelly Biggar
Lessons learned from a decade of Paraplanner recruitment
Over the years, I’ve gleaned invaluable insights that have helped shape my approach to hiring and advising clients, some of…
Kelly Biggar
The perennial challenges of leading a DFM business
We’ve met a lot of CEOs and management teams, and while the macro events may differ, the challenges at DFM…
Simon Roderick
Strategic Planning in the Boardroom: A Wealth Management perspective
No business plans to fail but many businesses fail to plan. Our Industry Advisor James Fleming discusses strategic planning in…
James Fleming
Wealth management consolidation and the critical role of integration and onboarding
The onboarding process is where the rubber meets the road in wealth management consolidation. It involves the practical execution of…
Kelly Biggar
Wealth Management: Overcoming growth challenges in a difficult market
It is no doubt a more challenging time for wealth managers, but steps can be taken for planned growth.…
Kelly Biggar
Why your Wealth Management Recruitment partner really matters
Fram Search are Wealth Management recruitment specialists, and bring a wealth of experience to our clients.…
Kelly Biggar
Family Offices: An Alternative to VC for Backing Growth Companies
The rise of family offices as a significant alternative to venture capital in backing growth companies reflects a fundamental shift…
Simon Roderick
Financial Coach or traditional IFA?
Within pockets of the industry “financial coaching” is seen as the future of wealth management and one in many ways…
Kelly Biggar
Selling your wealth management or IFA business?
Over the years, we’ve seen a trend of firms moving away from hiring advisers with books of business to firms…