Failing to engage spouses and next-gen clients risks losing long-term relationships

Altus Consulting's Robert Holford urges advisers to prepare for a ‘spectrum' of guidance and advice

Most advisers recommending early pension access and gifting

EV innovation boss says advisers must harness AI without losing the human touch

Deal adds £700m in assets and over 6,000 clients as firm continues acquisition streak

Nigel Stockton led Ascot Lloyd for eight years

Tool uses machine learning to segment more than 70,000 UK regulated firms by category

More clients turning to providers for wellbeing support

Seven risk-rated portfolios combine active and passive strategies

Nigel Farage proposes ‘Britannia Card’