Advisers joining from a different industry have ‘better life experiences’
FCA issues warning about Lancy-based Fidelis Wealth Management
Inheritance tax receipts ‘demonstrate need for financial planning’
Star and Diamond ratings following its MICAP acquisition this year
Chancellor in talks with Rishi Sunak to reduce the rate of tax from 40%
Aviva released its third quarter trading update on 16 November
Fintel joint CEO speaks to Professional Adviser about the firm’s acquisitions
Intelliflo’s ‘Advice Map of Britain’ finds disparities in access to financial advice
‘Fintel has shown its growing role as an important fintech consolidator’
'Too early' to tell how AI will be used in wealth management