Your profession

The Marlborough Select Platform caters to advisers and their clients

Developed following industry feedback

No final decision on status overhaul has been made

After six decades at the helm

Defaqto conference panellists urge shift to service-led, goal-driven strategies

‘Are you really listening to your clients?’

But new hires not ‘driven solely by money’, panellists say

‘AI is not coming for your jobs’

A ‘broader stepping stone’ to fully fledged advice

'We need to be consistent. We need to get the basics right every single time'