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Latest deal sees acquisition of firm that has been in operation since 1995

AI is gaining traction among UK retail investors as a tool for portfolio management

Nearly all advisers say they are ‘increasing focus’ on ESG

This is part of the firm’s adviser succession scheme

Tools will help New Leaf monitor, evidence and improve its client experience

Financial advisers expect rise in costs and a decline in profitability

Advisers to benefit from new client management and advice tools

This highlights a ‘huge' problem likely to be costing retirees thousands

The FCA has tightened transfer rules significantly in recent years

Take a look at some of the news and feature highlights of the last month