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Sets out ‘extensive but appropriate’ use of AI

Co-founder Andrea MacDonald will be joining Saturn

Why 2026 must be the year of knowing your client - fully

PA looks at what AI did for advice this year and what more to expect

David Kennedy is currently serving an eight-year prison sentence

Higher proof-of-value demands and operational challenges keep private markets on margins of UK advice portfolios

Business development exec Lawrence Patrick joined charity The Mehiel Foundation

Expansion of insurance work in 2026

Snaps up Stonewood Financial Planning

Acquires Prosser Knowles in Droitwich and Gloucester