Over a quarter of advisers are not segmenting their client base

‘It will create more confusion and needs to be left alone for a few years’

Welsh firm Mackie Wealth Management is no longer trading

Only 1% say they have ‘very effective’ ESG systems and tools

‘We were built specifically to solve problems that advisers have’

‘Advice given by creators can even lead to long-lasting financial damage’

‘Our IFA community is going from strength to strength’

‘The deadline of 2 December does not provide adequate time for firms’

‘Soft skills have always been important but are now crucial’

‘They need bespoke strategies with the expertise of multiple advisers’