News

Nearly 1,500 complaints have been made against the SIPP provider

Roger Marsden has been appointed to take over the role

Stonehouse firm is no longer trading and cannot carry out regulated activity

Many think AI could be useful for efficiency and automation

More advisers believe Consumer Duty will have a ‘high impact' on their firm

The editor's Friday Night Takeaway from 15 December

Advisers reminded that clients will value extra reassurance

Advisers now less willing to take on new clients with limited assets

Schroders says clients more bearish now than May 2023

The majority of widowed women leave their adviser within a year