Clients not making use of tax benefits from onshore investment bonds
Second annual cut with £10m in savings expected by 2024
The acquisition is through Fintel IQ, the business’ tech platform
Professionals express apprehension over stability of DB pension funding
Professional Adviser talks to Embark Investment CEO Barry MacLennan
‘AI is central to business transformation and scalable growth’
Provider recommends advice should ‘always be part of the buying process’
Liontrust and Fintel rally behind Net Zero Financial Advisers Initiative
Lee Hartley reveals two major developments for next year
Changes to the offering come on the back of adviser feedback