Opinion
Better together: Independence thrives when backed by the right support
The firms that thrive in the years ahead will be those that combine entrepreneurial independence with a supportive network.
ValidPath
News
Manning & Company joins ValidPath as firm targets growth
The transition to ValidPath comes as the firm looks to accelerate growth through adviser recruitment and acquisitions, while maintaining its independent advice proposition.
News
Rimbal appoints CTO to scale AI infrastructure for financial advice
Brian Wagner brings over 20 years of experience in software engineering, cloud computing, enterprise security and artificial intelligence (AI).Â
News
IFA firms exceed projections and grow commissions within networks – ValidPath
According to the analysis, newly authorised firms record their first commission within six weeks of receiving their Authority to Advise (ATA).
News
Succession planning drives adviser hiring among IFAs, research finds
Research from ValidPath found supporting succession planning was ranked highest at 16%, with attracting new clients at 11%.
News
Most IFAs prioritise client growth amid industry-wide optimism – ValidPath
Profit growth was the main focus for 66% of respondents, and 69% put client growth as a high priority.
Business
70% of IFAs optimistic about business outlook – ValidPath
Over half said they are targeting revenue growth of 30% or more, with 41% aiming for a 50% or more increase.
News
ValidPath launches CBO Programme to support advisers to exit and retire
The programme offers a way for advisers to sell their client books and for others to grow through acquisition.
News
ValidPath strengthens proposition with appointment of Roger Perry
In his new role, Perry will be responsible for managing current support services for members and implementing new services to enhance the ValidPath IFA proposition.
News
ValidPath launches new brand and website to support IFAs
Angus MacNee said: “Our brand refresh is more than a new look. It’s a commitment to authentic independent financial advice and our Member-focus."
News
Technology key to more flexible advice models – ValidPath
Nearly half (49%) of those surveyed said technology was the most important factor in finding and keeping clients.
News
Early succession planning crucial for IFAs – ValidPath
The survey revealed that while 77% of IFAs believe having a succession plan is important, only 31% think it is vital, and 23% do not prioritise it.