Why do the majority of people say they ‘fell into finance’? Our Director, Jo, explores the two main reasons, as well as why she loves working in finance!

Click here to read the article with Generation Tribe.

We’re still celebrating the fact that we won Paraplanner Team of the Year at the Professional Paraplanner Awards!

In this recent article from Professional Paraplanner, you can find out why we were deemed worthy of this award. Plus, you’ll gain some insight into the blood, sweat and tears that has gone into our work lately!

You may have heard we have been working on a little something called #Project2030. When the world went into lockdown, we knew we had to start looking at our services across The Verve Group differently, ensuring that they are fully future-proofed for our clients. And so, #Project2030 was born and the outcome saw the launch of many brand new services.

But what was the thinking behind #Project2030? Catch up on this article from our Founder & Director and CEO of The Verve Group, Cathi Harrison as she caught up with Nucleus.

PS Blog Header

International Women’s Day this year was a good chance to discuss women in finance, on both sides of the coin.

Our Director, Jo Campbell, did just this in an article for Money Marketing, where she considers how treating people equally does not always mean treating them the same.

Click here to read the full article.

PS Blog Header

MiFID II has been in force for over two years and still, we find there is a lot of debate as to how best to approach Periodic Suitability Reviews. There are enough articles and blogs covering this topic in general, and we aren’t looking to rehash old territory. However, we still see discussions on the best approach to cover certain aspects, one of the main ones being costs disclosure. Read more on this from our Lead Paraplanner, Kate Hall in this article from Nucleus. 

As part of our business planning, we’ve considered what aspects of the business we might change and what areas we should focus our investment on.

With that in mind, we took a look at main priorities for the year which our Director, Jo Campbell discussed with Nucleus in this article.

Just how does our Director, Jo Campbell, manage our growing team of paraplanners? She spoke to Professional Paraplanner to explain all… 

Click here for the article.

After speaking at a seminar recently, it became scarily apparent to our Founder and Director, Cathi Harrison, how little notice adviser firms had taken of the FCA’s PROD (Product Intervention and Product Governance) regime. 

She spoke to Money Marketing about the issue in this article.