‘Stark raving mad’ but ‘great’ for US firms
Promised client that investments would repay mortgage by 2025
Teases ‘ambitious plans’ for further feature rollouts
Builds on adviser support with smoothed managed funds and digital integration
Plans to double AUM by 2029
Moving towards a ‘more simplified charging structure’
'We no longer intend to publish a policy statement in Q2 2025'
Intends to publish response later this year
‘Greater negotiation clout’ and tech investment cited as deal drivers
Aims to help advisers keep up to date with complex changes