Deal to close in summer with Penta Capital still onboard as ‘key investor’
Scale no longer a 'luxury'
Quilter Financial Planning adds the most advisers
Stepped down in September
‘FOS needs to be overhauled as it is’
Upper Tribunal upholds FCA decision
Following sale of its bulk purchase annuity business
Consumer Duty ‘will do a lot of the work for us’
'Generative AI introduces considerations that sit outside traditional criteria'
To demonstrate commitment to understanding client needs