News
Evelyn Partners adds 10th firm to succession programme
Deal grows the wealth manager’s footprint across the UK
How important is the role of a trustee in a family trust?
Wealthy families have relationships often as complex as their financial and business interests
Best Practice | news 31 Jul 23
Advisers expect a drop in profitability due to Consumer Duty
Outsourcing ‘elements of the value chain can ease the heavy lifting’
IFA group sets up 10th joint venture with law firm
To expand its personal injury and clinical negligence offering
Embark Group launches Scottish Widows platform for advisers
As part of Lloyds Banking Group’s £150m investment