Your profession

Extends its client portal to mobile

'It's up to us to determine whether AI works for us or against us'

To support professional athletes, sports organisations and executives

Partners with Intellect Design Arena

Adds about £50m of client assets

NED appointed after executive and board responsibilities split

‘Providers have a responsibility to better support advice firms’

Exits after more than 20 years

New ten-year limit for bringing complaints

Third consecutive year of growth