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Society inks agreement with Canaccord Genuity Wealth Management

Technology is ‘important for the future of financial advice’

‘Financial advice is more for my dad. Gen Z is seen as a poor generation’

The IFA has acquired Sterling Financial Consultants and FAC

Latest update from business released on 7 September

Business has tripled in size in last 12 months

Tech playing 'increasingly important role' in financial advice process

Chancellor will deliver statement alongside OBR forecast

Firm to transfer £50m into the portfolios in the first year

The funds are part of Fidelity’s wider Sustainable Family range of funds