Senior execs from Aviva’s Succession Wealth, Schroders Personal Wealth, 7IM and Rathbones join forum

Regulator will look to amend existing rules

Nucleus-built platform rolled out across advice group with no mandated use as consolidator targets £5bn AUM

One in four advice firms considering switching practice management systems

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