Your profession

Advisers risk losing out on £50bn if they fail to adapt to younger clients’ preference for AI

Total AUM of $7.3bn

In contrast to men who are more likely to prioritise their spouse

What is a competitive PII premium?

A growing trend of consolidation within the sector

WIFA winner launched advice firm FSWM in February last year

New API connection to reduce manual admin for financial advisers

USA and KPC meetings

Analyser update to support evidencing platform switches

Former Progeny CTO warns cyberattacks increasing while advice firms remain complacent