Amid rising concerns about social media advice
The Sustainability Focus label is most likely to be used for screening purposes
Scotland continues to be ‘a key focus’ for Fairstone
Advisers prioritising higher fees associated with FoFs over client risk profiles
Consolidation group adds offices in Ipswich and Amersham
43% expressed concerns about retaining assets from clients’ spouses and heirs
Group AUMA reaches £116.2bn at end of September 2024
Octopus Legacy on simplifying death planning by blending empathy, trust, and technology
Majority recognise benefits of financial advice but are struggling to find it
Rachel Reeves’ comments come ahead of the budget on 30 October