To meet Consumer Duty and vulnerability regulatory expectations
OCM Wealth Management will use AI to roll out a new AR business model
Loveday & Partners takes Titan Wealth’s total AUM to £17.3bn
Lancashire-based PH7 Wealth Management is no longer authorised
WR Simon Ashley Silver Independent Financial Advisor has been declared failed
Consecutive growth for the firm as group turnover rises by 20% in 2023
A 10% increase in transactions has taken the total owned to £900m
Investigating advice given prior to July 2019 from director Kathryn Brown
Pension Advice Specialists, trading as Ashworth Wealth, no longer exists
‘Adviser platforms are more nuanced than just outsourced versus in-house’