Despite hurdles there is real value in the account
CPW completes fifth deal in 2023 after private equity-backing
The IFA landscape is undergoing its own generational evolution
Having a diverse portfolio reduces both risk and volatility
Four experts highlight what might be keeping advisers awake at night
Targets low-risk returns with short-term gilt model portfolio
Short and long-term plans are starting to reap rewards
Female-centric business was bought by Mazars in 2022
A more planning-oriented approach demonstrates the value of advice
7.2 million adults live as part of a cohabiting couple in the UK