Ten key facts about the financial advice business
£4.5bn revenue earned from advisers
Adding total of £220m AUM
Deal for financial planning and investment assets
Scale is the answer
Need to ensure ‘customer-first’ propositions
Advisers need to delegate and outsource
Sandringham Financial Partners went independent this week
The need for scale
'Vast majority' do not find value in advice process
Regulator accepted nine firms into advice unit
Cathi Harrison explores the options
How big is the demand for women-only advice?
Planning service will focus on the financial needs of women
Little support for automated advice
Now accounts for a quarter of investment approaches
Clients must be placed at the heart of every advice business
'Technology is changing the pensions industry'
Advice in the workplace provides 'unique' opportunity
Later life advice market 'increasingly competitive', chairman says
Pre-tax profits reach £1.6m
Three things clients may call you about this week...
It bought 11 advice firms last year