'The outstanding entries for WIFA 2024 made judging a challenging task'
'The Autumn Budget has caused confusion'
Risk comes in how and where AI is deployed by wealth managers
Bringing pensions into the IHT scope the main catalyst
Some leadership rivals awarded roles
Organisation has been at loggerheads with CII
Confirmed completion of nine further IFA businesses
SIPP firms warned on Consumer Duty failings, asset protection gaps, and oversight
Unexpected IHT shift to include pensions has left advisers racing to adapt estate strategies
It’s advisers - armed with empathy and innovation - who will lead the charge