We’ve met a lot of CEOs and management teams, and while the macro events may differ, the challenges at DFM…
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…
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…