News

Traditional models of value, service and delivery are being challenged

Plus, targeted support worries and BDMs

‘A big mistake to underestimate the impact it will have’

Fourth acquisition of 2025 for private equity-backed advice group

Adds about £4bn of AUM and 454,000 policies

Joins from rival provider Scottish Widows

Isham Financial Centre is headed up by David Sawiak

‘Advice firms need good data for regulatory compliance’

‘Significant implications for treatment of non-matrimonial assets on divorce’

Extension will apply to 37,000 firms