Chartered firm snaps up Whiting Financial

Clients still lack trust in the technology, Avaloq finds

Norrix Financial Services was dissolved this month

Retirement planning and investments also areas where people lack confidence

Pensions and IHT expected to impact more than half of clients

Higher than the £363m anticipated

Assets under influence grew 26% year-on-year

‘True independence means being free from any ties’

Most client allocations to private markets are either 5%-10% or 1%-5%

Craig Buchan and Martin Cooke fined around £6,000 each