News

And what advice firms were doing well

Deal first announced last September

Advisers delivering suitability reviews in ‘vast majority’ of cases

‘A significant shift’ but not unprecedented

CAF report highlights untapped philanthropic potential among high-net-worth clients

Likely due to lots of people triggering gains ahead of Autumn Budget

IHT receipts rise to £7bn for financial year so far

Fifth FSCS firm failure of 2025

Following seven months where returns beat inflation

Provider ‘gaining traction’ on targeting the top 500 advice firms