Investors shift back to traditional advice as finfluencers’ popularity falls

Chief executive Amanda Blanc optimistic about 2024 targets

The firm added 27,000 new customers in the six months to 31 March 2024

Tech allows firms to demonstrate they are complying with Consumer Duty

Generative AI to be ‘transformative' in adviser productivity

Clients ‘react very emotionally’ when categorised

Targeted support seen as a crucial part of the advice journey

Bella Caridade-Ferreira calls on the industry to offer targeted support

Millennials on course for an ‘inheritance tax bombshell’

Majority of financial advisers bypass paraplanning, survey reveals