Financial planning
A quarter of adviser firms miss opportunities by not responding to new enquiries
The methodology involved 170 advice firms across the UK
Financial planning | 10 Jul 24
VIDEO: Highlights of the II Connect 2024 event
Click on this video to view highlights of this year’s sold-out II Connect 2024 event held in Marylebone, London at the end of May
Financial planning | 10 Jul 24
John Lamb Hill Oldridge launches dedicated offshore bonds advice team amid high demand
Reasons for the sharp leap in demand include freezes, reductions to income tax and CGT thresholds, allowances
Financial planning | 8 Jul 24
Chartered UK adviser Skerritts Group adds £400m AUM with acquisition of KMG Independent
This brings the number of deals that Skerritts Group has completed since the Sovereign investment up to nine
Financial planning | 4 Jul 24
CISI renews ACI FMA partnership in ongoing bid to improve culture of financial markets
Learning in ethical AI will be fostered through distribution of the CISI Certificate in Ethical Artificial Intelligence (AI)