National advice group adds £264m in assets under advice as consolidation continues

Traditional models of value, service and delivery are being challenged

Senior execs from Aviva’s Succession Wealth, Schroders Personal Wealth, 7IM and Rathbones join forum

Regulator will look to amend existing rules

Nucleus-built platform rolled out across advice group with no mandated use as consolidator targets £5bn AUM

One in four advice firms considering switching practice management systems

Failing to engage spouses and next-gen clients risks losing long-term relationships

Altus Consulting's Robert Holford urges advisers to prepare for a ‘spectrum' of guidance and advice

Most advisers recommending early pension access and gifting

EV innovation boss says advisers must harness AI without losing the human touch