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'Don't lecture or school younger clients. Advisers should be able to listen and guide'

Average minimum portfolio size now at £117,000

Efinity Wealth, Harris & Co Wealth Management, and Secure Financial Planning

Brings Titan Wealth’s AUM to approximately £35bn

Improving digitalisation, integrating AI and compliance

There are plenty of ways the advice industry can help women on their financial journeys and alleviate some of the disadvantages of those gaps.

One upheld claim led to Bourne House’s default

More than two-fifths plan to offer ESG analysis services to all clients in future

First year marked by challenges and change

As advisers prepare for 2025, Morningstar Wealth outlines ways to navigate uncertainty