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No new accounts can be opened and it will close on 12 September

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