Third acquisition of 2023 for CPW and sixth for wider group
Meeting client expectations will be their ‘biggest business challenge’
Those without a detailed retirement plan have the lowest confidence
Hybrid advice has scope to address the holistic needs individual
Talk Money Week is in full swing from 6-10 November
Hunt should ‘seize the opportunity and scrap this hated tax,’ deVere CEO says
Confidence to reduce due to ‘dwindling numbers’ of DB arrangements
Andrew Sibbald has replaced David Harrison as chair of the board
The firm says there will be several additional platform functions in 2024
Advisers, business owners and paraplanners share their thoughts