Chief strategy officer and financial adviser Dan Marsh appointed

The news editor's Friday Night Takeaway from 6 February

After investigation finished in June 2025

Advisers under ‘increasing pressure’ to adopt AI effectively

Aspiration and confidence gap over future career paths, SOTAN report finds

Gives financial advisers ability to independently benchmark portfolios

Advantage Wealth Management can no longer operate without consent

SBG’s Cherrington on common pitfalls and a valuations ‘peak’

Söderberg’s tools integrated directly into Intelliflo’s platform

Recognised as ‘leaders’ in the profession