Across financial planning and insurance
Compensation scheme plans lower core costs
Keeping track of the ongoing consolidation in the advice industry
Deal expected to complete in the spring
‘Perception gap’ a major barrier to new talent
Continuing to work with FCA on redress improvements
Deal would add £590m of assets under advice
Later life lending increasingly entering advisers’ intergenerational planning discussions
Appoints chief operating officer Arman Tahmassebi