‘Advisers are held back by the quality of their data and their inability to fix it’
This week’s poll also looks at auto-enrolment and client interest in ESG
‘We are in a period of deconsolidation and it will all unwind’
Assets under influence grew 20% year-on-year to £2.07bn
Meeting regulatory standards and maximising good client outcomes
The firm was voluntarily wound up by its director at the end of 2020
CISI members Jay Sandhu and Vikki Groves join AHR Group as private wealth directors
The editor's Friday Night Takeaway from 19 April
People will likely be seeking financial advice later
'Regulatory pressures are the first thing on my mind’