Third year of annual Championing Women and Girls’ Grassroots Rugby Award
Government launches consultation
Centology integrates the Pathlines Pensions SIPP form into CRM
Data from Project Exit shows regional and local advice firms make up more than half of buyers
'The number of outstanding entries always makes judging challenging'
More than two thirds flag concerns about clients turning to AI for financial advice
For clients with more than £1m of investable assets
Supports firms with CRM‑led workflows and increasingly digital advice journeys