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Roger Marsden has been appointed to take over the role

Stonehouse firm is no longer trading and cannot carry out regulated activity

Many think AI could be useful for efficiency and automation

More advisers believe Consumer Duty will have a ‘high impact' on their firm

The editor's Friday Night Takeaway from 15 December

Advisers now less willing to take on new clients with limited assets

Schroders says clients more bearish now than May 2023

Internal succession planning model could be set for a radical overhaul

Aims to provide markets with greater confidence in ESG data

A review of clients’ views on sustainability