Fram Search are Wealth Management recruitment specialists, and bring a wealth of experience to our clients.…
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 Wealth Manager?
Within pockets of the industry “financial coaching” is seen as the future of wealth management and one in many ways…
Kelly Biggar
Considering selling your wealth management business?
Over the years, we’ve seen a trend of firms moving away from hiring advisers with books of business to firms…
Kelly Biggar
Succession Planning and Wealth Transfer insights for UHNW clients and advisers – and wealth managers
Simon Roderick and Kelly Biggar of Fram Search were delighted to be joined by James Fleming to discuss Succession Planning…
Fram Search
What will the impact of AI be on paraplanning?
We see AI as aiding paraplanners, and here are some of the areas we can see AI having some impact.…
Kelly Biggar
What are the challenges for Financial Advisers of Consumer Duty Compliance?
Financial advisers in the UK face numerous challenges in ensuring consumer duty compliance.…
Simon Roderick
Why are there so few female Financial Advisors?
Female advisors Sue Zanzarella & Deborah White from Charter Financial Planning give their thoughts on why there is still a…
Kelly Biggar
Growing a Wealth Management firm in an uncertain market
While the obvious strategy in uncertain times might be to take a conservative approach, it may well prove prudent to…
James Fleming
James Fleming joins Fram Search as Industry Adviser
We are delighted to announce the appointment of James Fleming as an Industry Adviser to Fram Search. James was Head…
Fram Search
The high income, own nothing, wealth manager
The wealth management industry has been an unlikely beneficiary of the pandemic; Investment Managers, Financial Planners, and Private Bankers have…
Kelly Biggar
What is the future of financial planning?
Simon & Kelly contributed this article on the future of financial planning to Wealth Tribune – they discuss understanding the…