The firm has two further acquisitions planned for this year
PIMFA calls on advice firms to access Consumer Duty resources
Lumin Wealth expands portfolio with The Big Picture Wealth Management
The lifeboat fund received eight claims against the firm
Advisers must offer clients ‘emotional, mental, and general health support’
Retail finance providers and debt advice firms scored consistently lower than others
Just one in ten UK adults aged over 50 are willing to risk their money
Firm partners with tech provider to try and speed up adviser efficiency
The firm has increased its engagement with third parties since 2022
Advisers can view a range of materials that address clients’ ESG concerns