A total of 187 claims are still in progress

'AI has its advantages but people want to talk to a person'

Alasdair Walker sent an email to 600 PFS members on 27 October

‘Most of the time clients do not know themselves’

‘The best financial advisers take time to get to know their clients’

The Leeds-based firm looks to ‘strengthen’ presence in Scotland

Lower costs prompt professionals to engage with younger clients

New firm Liberate Wealth has acquired Ebor Financial Planning

Survey respondents say the grant could be a waste of time and money

Hiring preferences emerge in financial advisory firms