Feature

MKC Wealth financial planner Mark Stewart’s move from the Army to advice

Sahar Nazir talks to four firms who are marketing towards LGBTQ+ clients

Votes of financial advisers are up for grabs on 4 July

‘We were built specifically to solve problems that advisers have’

‘They need bespoke strategies with the expertise of multiple advisers’

Investors shift back to traditional advice as finfluencers’ popularity falls

‘By August, the conditions will be met to start cutting’

‘Engaging with new formats is not a vanity project for advisers anymore’

Fees made St James's Place rich but now risk toppling the firm

'Advice and basketball both require teamwork and accountability'