'Bonds should not be doing all the defensive work'
What should owners be thinking about when considering the sale of a financial services business?
Mark Rendle explains how a 'Model B' platform works and how it differs from other models...
Advisers are revisiting long-held assumptions
'Clients want quality time and attention and a human to talk to'
'One of AI's most powerful effects is removing the administrative and coordination burden'
In HNW cases, divorce settlements are rarely straightforward
'This does not signal the end of AIM within estate planning'
Shares fell nearly 20% in a day last month
'By acting now, advisers can help clients avoid the January scramble'