'If only the calendar could tell us when to take risk and when to retreat'

Keeping track of the ongoing consolidation in the advice industry

Andrea Montague joins the trade association’s board of directors

Practical planning steps for advisers

Is this new regime actually simpler for clients?

'Establishing and running an IFA firm is a significant undertaking'

‘The promise of AI in this industry remains enormous’

'What is particularly galling is that there were viable alternatives'

Awards to be held at Hilton Bankside in London

'The most significant risk is not technical unsuitability. It is expectation mismatch'