‘Advice firms need to decide where they want to put their tech focus’
Take a look at some of the news and feature highlights of the last month
First advisory firm purchase of 2024 for national financial planner
Benjamin Walsh has joined the firm’s healthcare services team
‘You cannot rely on people deciding what to do in the moment’
‘They should embrace the spirit in which the regulation has been created’
New Talent Alliance will be chaired by M&G Wealth Advice MD Tom Hegarty
Join us for an informative session worth one hour of CPD
Pension Advice Specialists, trading as Ashworth Wealth, no longer exists
Regulator sets guidance for financial services promotion