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‘These are design choices we have inherited’

Move comes as Isio enters ‘next phase of growth’ for its business

Adds £900m AUA and brings 13 financial advisers into Titan Wealth

Swann Financial deal brings Eight Financial Advice’s AUM to £4.5bn

Baggette + Co Wealth Management acquires Burgess Williams

Elected 5 May

Gillian Hepburn and Sam Slator in the studio

Must file profit and loss accounts but can opt out of publication

ASA upholds complaints against five firms

Snaps up Norfolk & Suffolk Financial Services