Part of plan to target the wealthy
Technology, markets and regulation remain ‘weaker spots’
Advisers under 45 generated largest proportion of personal revenue from new clients
PTC Financial Advice is no longer trading
Advisers prepare for IHT reforms
Firm says most of its debt matures after 2030
Sale ‘no surprise’ after Evelyn’s fund and professional services business offload
Have ‘traditionally been cautious’ on specialist products
CISI and ACCA report identifies key threats