News

Internal succession planning model could be set for a radical overhaul

Aims to provide markets with greater confidence in ESG data

The adviser platform will make this change from January 2024

Clients are also pulling money from investments and moving to cash

Economy weaker than forecast

Adviser users and total platform clients both increased in 2023

Comes amid a year of change for an increasingly smaller protection market

Think tank says there are better indexation options

The wealth manager’s purchase of Bottriell Adams is subject to approval

BlueSky Wealth Management was placed into liquidation in April