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When done right, PE can help deliver sustainable growth for the whole market

Chaired by Model Office’s Chris Davies

‘I wanted to have my own success’

No new accounts can be opened and it will close on 12 September

One in four advice firms considering switching practice management systems

Failing to engage spouses and next-gen clients risks losing long-term relationships

DE&I backlash

Altus Consulting's Robert Holford urges advisers to prepare for a ‘spectrum' of guidance and advice

EV innovation boss says advisers must harness AI without losing the human touch

Deal adds £700m in assets and over 6,000 clients as firm continues acquisition streak