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'Forty years is a long time in film. Even more so in financial services'

Deals announced in Q4 before the year ended

Functionality, not workarounds

According to review into how AI could reshape retail financial services

‘Too many advisers are being shoe-horned into a consolidator proposition’

According to analysis from AdviserSoftware.com

UK Financial Planning Week 2026 runs from 26 January to 1 February

Turnover has risen by 158% since 2020

Steven Cooper expects a ‘busy first year’ as CEO

Attracting new clients high priority for firms