The firm is on an acquisition spree as it plans to buy ‘several’ firms this year

The report is due on 31 July, one year since the regulation took effect

Robotic process automation removes need for client by client process

'The transformative power of generative AI is undeniable’

'Easier to confirm meetings via WhatsApp than calling'

Firms to produce first annual Consumer Duty board report

Advisers can calculate IHT liabilities based on future estate value

Cash ISAs were the preferred vehicle for those planning over the long-term

'Advice and basketball both require teamwork and accountability'

'It is always concerning to see complaint levels continue to rise'