News

More than two thirds flag concerns about clients turning to AI for financial advice

Fifth provider to enter the market

Accused of promising financial rewards for personal details

Due to appear at Westminster Magistrates’ Court

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