Adviser training includes immersive 360° film and interactive role play
The tool will help the firm monitor and improve client experience
The Official Receiver will be the liquidator of Independently East
More than a third say regulations are harming their mental health
More than half believe ‘unnecessary’ complexity’ has crept into the market
Society inks agreement with Canaccord Genuity Wealth Management
The IFA has acquired Sterling Financial Consultants and FAC
Office location to be part of sustainable business park
Equanimity offers advice to female HNW clients and business owners
‘My only regret is that I could have done it sooner’