Oversight of firm’s compliance, training and business operations

The series continues as Richard Romer-Lee talks to Euan Munro

Research highlights lack of succession planning across UK firms

Exploring Defaqto data on peer-to-peer market

Agility and active management needed when 'the chips are down'

Uses quant-tech to analyse increasingly rapid market velocity

Added 1,000 to its books through two advisory deals

Treasury collected £133m per week in IHT tax so far this year

Failed to do business in a 'sound and prudent' manner

What advisers need to know about discretionary trusts and IHT