Effective from 2 April
Jonathan Sorrell to join wealth manager as CEO designate
Will oversee investment management and financial planning
Upgraded MPS for IFAs set for 2025 launch
Migration into single platform in H1 2025
'Active management costs more. But it can also deliver more'
Unexpected IHT shift to include pensions has left advisers racing to adapt estate strategies
It can be ‘hard’ for firms to convince customers they are being scammed
‘Achieved realisation ahead of target’
‘The sector is set to lose so many of its experienced workforce’