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Seven simple tips if an adviser suspects cognitive decline in a client...

Progress yet to be made for female clients

Fewer than 9% of people tapped into financial advice in previous 12 months

Simon Rogerson urges financial planning profession to embrace tech or risk irrelevance

Firm eyes FCA approval to roll out low-cost, evidence-based fund aligned with adviser demand

Advice business owner and planner expresses frustration at industry

Trading of preference shares ceased at 8am on 15 May

Outflows were offset by strong growth in its platform business

ZeroKey has now been live for eight months

Faced charges for £1.2m investment fraud in 2023