News

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

Using supervised AI

Joins from Vanguard

Estimated 5.3 million people owning SIPPs in UK