financial planning

A quarter of planning firms flag this, Saltus research finds

‘These are design choices we have inherited’

Clear framework could help advisers

More than two thirds flag concerns about clients turning to AI for financial advice

For clients with more than £1m of investable assets

Four join MKC Wealth team

Currently 32 platforms from 27 providers operating in the UK adviser market

Focus on creative and media professionals

To be a 'burden' for years to come, advisers say

Wants to create a ‘minimum set of standards’