The regulator says it is ‘ready to embrace artificial intelligence’
Third Financial brings £6bn AUA and over 50 clients to Nucleus
Kate Blatchford-Hick calls on firms to embrace the regulator’s proposals
The Liverpool DFM entered special administration in October 2023
Research finds it is due to a lack of understanding and confidence
Younger clients are more likely to want advice on charitable giving
‘Sophisticated investors want more advanced solutions’
Regulator says European firm has cloned details of adviser in Surrey
Level of concern around IHT has risen noticeably since last year
‘People still call me a financial adviser when I am a coach’