More than 70% advisers say clients now require income from investments

Chancellor expected to dismiss calls for 2% levy on assets over £10m

Pertains to ongoing service charges and asset allocation failure

Mass HNWI exodus underway, warns JLHO

Wholesale exemption would ‘adversely affect the Duty’s objectives’

Prospective clients using AI tools to find financial advisers

According to Defaqto Engage

Bank accused of missing basic due diligence checks as £34m was deposited into WealthTek client account

To help consumers make better financial decisions

Regulator asked to report on how well rules are working