Advice business owner and planner expresses frustration at industry
Trading of preference shares ceased at 8am on 15 May
Outflows were offset by strong growth in its platform business
Faced charges for £1.2m investment fraud in 2023
Move brings regulatory expertise in-house to strengthen AI-backed suitability tools for advisers
Advisers flag growing client caution amid 10% import duty
Manager's annual assessment found some poor performance
Signatories point to improved outcomes for members
Majority have now received compensation
‘They want to know – just not in the way you are selling it’