Gives financial advisers ability to independently benchmark portfolios

Advantage Wealth Management can no longer operate without consent

SBG’s Cherrington on common pitfalls and a valuations ‘peak’

Söderberg’s tools integrated directly into Intelliflo’s platform

Recognised as ‘leaders’ in the profession

Businesses of retiring advisers Cairn Independent and JRW join

Sold in August

Billy Mackay retires from his role as Mark Rendle is appointed

‘We’re stuck in a frustrating in-between stage’

Move will support more than £9bn of client assets