'The ability to look after client numbers is more of an issue'
The wealth giant has taken nearly 20% in a partner firm's parent company
AJ Bell calls on regulator to redesign the rules
Advisers favour Conservatives when it comes to their clients and business
Advisers expect to see an increase in unquoted BR in IHT planning
‘Everyone is talking about AI, but no one really knows everything yet’
‘You should remember that the UK is a nation of skim readers’
‘Depends on the person and if they want the client-centric element’
‘You have to proactively seek engagement and understand them’
‘It should not be based on speculation, always plan on current legislation’