The firm is on an acquisition spree as it plans to buy ‘several’ firms this year
An adviser shares their views with PA on the importance of Chartered status
The report is due on 31 July, one year since the regulation took effect
The editor's Friday Night Takeaway from 10 May
‘Many non-Chartered advisers are just as competent as those who are’
'Future of advice lies in independence, approachability and affordability'
Robotic process automation removes need for client by client process
‘Everyone is talking about AI, but no one really knows everything yet’
‘You should remember that the UK is a nation of skim readers’
‘Depends on the person and if they want the client-centric element’