The firm doubled the number of advisers in the year to 31 March 2023
PFS and CII had long dispute over ‘governance issues’
One in five say retirees with annuities at risk of running out of money
Client vulnerability assessment is a key part of compliance process
Advisers have been called to ‘change with the times’ in a new report
Defaqto and SimplyBiz ‘contributed well to Fintel’s profitability’
Fintel urges advisers to look at new areas of growth as ‘world is changing’
Investment manager questions ESG's direction of travel
Compounding ‘requires patience’, Continuum IFA says
‘Advisers should be aiming to go above and beyond these labels’