Mark Lewis joins following Goldman Sachs Alternatives minority investment

The Paraplanner Club partners with Fundment

'I'm not convinced everyone putting their use of AI front and centre understands the risks of going all-in'

‘Friction between advisers and paraplanners rarely appears out of the blue’

How buy-and-build execution is changing

'Technical planning alone is no longer enough'

Rory McLaren hops in his time machine to 2036 and reflects on what the advice profession got right in 2026...

'A well-balanced portfolio should also take in the broadest possible range of growth opportunities'

'Financial markets are increasingly pricing in a more benign inflation environment ahead'

Keeping track of the ongoing consolidation in the advice industry