News

For ‘ambitious’ advisory firms

For clients with more than £1m of investable assets

Supports firms with CRM‑led workflows and increasingly digital advice journeys

Changes due to take effect from October

Four join MKC Wealth team

Acquired two London-based advisers

Committee to be chaired by Lyndon Gill

Currently 32 platforms from 27 providers operating in the UK adviser market

Includes many delaying retirement

Costs of minimum, moderate and comfortable retirement lifestyles have all risen