James Rainbow underscores urgency of attracting new advice talent
AI can help the industry explain the value of advice to the FCA
The firm is on an acquisition spree as it plans to buy ‘several’ firms this year
The report is due on 31 July, one year since the regulation took effect
Robotic process automation removes need for client by client process
'The transformative power of generative AI is undeniable’
'Easier to confirm meetings via WhatsApp than calling'
Firms to produce first annual Consumer Duty board report
Advisers can calculate IHT liabilities based on future estate value
Cash ISAs were the preferred vehicle for those planning over the long-term