Succession has bought Yorkshire-based G+E Wealth Management

'The results made stark reading for the advice industry'

Progeny research found just 3% planned inheritance with IFA

‘We will see a tightening of belts for the whole financial services chain’

What does a successful customer engagement strategy look like?

Jason Betteridge explores how best to reach a broader range of clients

Advice firms seem ‘increasingly cautious’ after period of change

Reassurance from top fund managers during economic turmoil

Replaces John Foley who stepped down after seven years

Could lead to business plan shake-up at regulated firms