Gross inflows onto the platform rose by 20% compared to the year before

Contemporary and modern advisers can be a ‘pivotal force for change’

The firm has partnered with an online clinic to offer free menopause support

Paraplanning and administration packages available for advice firms

Accountants and advisers able to collaborate through online platform

Nearly all advisers said care forms part of their client planning conversations

Half of over 45s arranging care for loved ones go on to make own plans

The private equity house has agreed to take a minority stake in the advice firm

Over 70% believe advisers are not aware enough client crypto use   

No single provider offers the full hybrid advice journey