Move brings regulatory expertise in-house to strengthen AI-backed suitability tools for advisers

Macfarlanes warns advice firms to prioritise misconduct and whistleblowing frameworks

Prosecution ready to proceed but court agrees to delay trial until late August

Clients are disengaging rather than firing their advisers, conference hears

Investment industry criticised on ‘terrible job’ of appealing to fresh audiences

To help advisers better understand clients’ ‘financial personality’

‘We will go harder and faster’ to drive ‘good growth’

Kapoor points to UK regulation becoming more ‘goals focused’

The Marlborough Select Platform caters to advisers and their clients

Leeds and London advice firms face claims