Advisers remind financial planning ‘is about the 'longer-term view’

Advisers say client communications and outcomes need to be bespoke

Changes made to three of six of the firm's risk-mapped portfolios

ValidPath says new rules are causing uncertainty among advisers

‘Record’ number of advisers expected to join by the end of the year

Strategic automation of transfer journey planned

Tests too subjective, Oxford Risk study shows

The firm completed eight acquisitions last year

The group has completed nine purchases in 2022 to date

'No room for assumptions when it comes to dashboards'