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'
Keeping track of the ongoing consolidation in the advice industry
Awards to be held at Hilton Bankside in London
'The most significant risk is not technical unsuitability. It is expectation mismatch'
What growing businesses get wrong about culture – and how to get it right