Firm is to make a ‘major’ investment in adviser platform technology
Birmingham firm DC Financial is no longer trading
Wealth firm wants to expand the scale of its financial planning capacity
Advisers, business owners and paraplanners share their thoughts
The industry says it has not helped moderately wealthy access advice
More than a third (37%) of advice firms have changed fee structures
Current inflation rates now have one in ten regretting that decision
Advisers say they are experiencing increasing demand for client support
This includes a wider range of advice services, personalisation and coaching
Meeting client expectations will be their ‘biggest business challenge’