IWP

Brings Titan Wealth’s AUM to approximately £35bn

Will take ‘substantial effort’ to clean client data before feeding into AI

A complex and often subjective area for planners

'I'd like to see more women in advice starting up their own company'

'Above all, clients need to feel a reassuring hand on the shoulder'

Making introducer relationships work is often about common sense

Explore all the options when picking an exit strategy

Jason Betteridge explores how best to reach a broader range of clients

Female-led advisory firm

The price is right?