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Nucleus-built platform rolled out across advice group with no mandated use as consolidator targets £5bn AUM

Dynamic Planner research finds

When done right, PE can help deliver sustainable growth for the whole market

Chaired by Model Office’s Chris Davies

‘I wanted to have my own success’

No new accounts can be opened and it will close on 12 September

One in four advice firms considering switching practice management systems

Failing to engage spouses and next-gen clients risks losing long-term relationships

DE&I backlash

Altus Consulting's Robert Holford urges advisers to prepare for a ‘spectrum' of guidance and advice