Keeping track of the ongoing consolidation in the advice industry

Firm picks three new charity partners for 2026/27

South Korea, Vietnam and Indonesia have suffered some of the biggest falls since the start of the war

'This is as much about learning as it is about supervision'

‘In our world, success, true success, is delivering someone to their goal’

'We can't hope to fulfil our potential by standing still'

Due diligence is often the most stressful part of the sale process

‘The US is building AI analysts. The UK is mostly building AI auditors’

Asking AI the important investment questions

‘Most banks and financial advisers will be serving vastly different customer bases’