Platform market change sees more consistent tech-driven customer propositions

Investment platform has ‘deepest level’ of integration with Intelliflo Office

VCTs and EIS are not mutually exclusive

Discussion on diversifying portfolios in an inflationary environment

Growth vs value less like a debate, more like a ‘friendly conversation’

Layered retirement income crucial for good outcomes

Prosecution brought by TPR over five ‘prohibited loans’ from the scheme

Advisers need to think differently about the next generation of clients

Regulator will not prescribe on Consumer Duty compliance

Inflation ‘stomping all over portfolios’ but can be managed