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One in four advice firms considering switching practice management systems

Failing to engage spouses and next-gen clients risks losing long-term relationships

DE&I backlash

Altus Consulting's Robert Holford urges advisers to prepare for a ‘spectrum' of guidance and advice

EV innovation boss says advisers must harness AI without losing the human touch

Deal adds £700m in assets and over 6,000 clients as firm continues acquisition streak

Treasury Committee hearing

Follows significant financial backing from Marlborough

Nigel Stockton led Ascot Lloyd for eight years

More clients turning to providers for wellbeing support