Carlyle acquired Intelliflo from Invesco for £148.6m in August
Montague shares the wealth manager’s aim to be the best, not the biggest
Firm also looks to appoint more female advisers
Findings from Parmenion and The Lang Cat’s The Impact of Poor Platform Service report
‘The challenge is that delivering advice is hard’
‘Speaking to someone far removed from your own experience can be intimidating’
PIMFA’s Simon Harrington touches on the reality of any changes
‘I think the advice gap is obvious’
Doug Brodie speaks on investment trusts’ benefits
Rio Stedford reflects on how advice has changed since last year’s Budget