Insights: Wealth Management

Anthony Ward joins BWD’s The 1% Club to explore leadership, high-performing teams, marginal gains, resilience, talent and the lessons he has learned moving from Financial Planner to senior leader.

Join BWD’s free LinkedIn Live with Anthony Ward BSc FPFS as we explore what separates great leaders from managers, how high-performing cultures are built, and the habits that help leaders keep improving.

Watch Episode 1 of The 1% Club as Ann-Marie Atkins shares how top 1% financial planners win clients, build reputation and drive exceptional growth.

The BWD Financial Planner Earnings & Benefits Census has been featured in FT Adviser, highlighting key insights into adviser earnings and remuneration trends across the UK financial planning market.

Discover why Financial Planners take part in the BWD Financial Planner Earnings & Benefits Census each year, from benchmarking remuneration to gaining early access to one of the UK’s most trusted adviser salary reports.

Independent, anonymous questionnaire for UK Financial Advisers and Planners providing trusted insight into earnings, bonuses, and benefits for the 2025/26 financial year.

James Woods explores why Financial Planners stay put for the long term, examining culture, leadership and reward structures, and what genuine career longevity looks like in financial planning firms.

James Woods reflects on retirement, the FIRE movement and whether stepping away from work truly delivers fulfilment, after seeing advisers and business owners return to the industry sooner than expected.

Traditional business plans don’t work. Discover how focusing on 12-week projects can boost productivity, sharpen focus, and deliver real results, with free templates and a step-by-step guide.

Recruiters add more than CVs, they act as a vital buffer between candidates and employers, preventing miscommunication and driving better hiring outcomes. Here’s why that partnership matters.

Join our BWD panel live as we unpack the most revealing insights from BWD’s 2024/25 Financial Services Earnings & Benefits Census.

In today's competitive job market, counter-offers have become increasingly common, and can be tempting, but are they the right choice?