opinion

Have you considered file checks on annual review cases?

'The underlying premise for what we do hasn't changed'

Due diligence is more than best practice it is ‘fundamental'

Lisa Webster calls for a calm response to the IHT changes announced in the Budget earlier this month...

What Rachel Reeves and Dr Evil have in common

‘In reality, paraplanners are essential collaborators, not mere assistants’

Advisers can play a crucial role in the preperation of Form E

Non-court dispute resolution can be more cost-effective and efficient

Risk comes in how and where AI is deployed by wealth managers

It’s advisers - armed with empathy and innovation - who will lead the charge