60% of advisers concerned about losing capital Schroders survey reveals
As well as 69% of advisers anticipating that the Consumer Duty’s ‘fair value’ outcome will exert pressure on ongoing charging models
Atomos snaps up two advice firms
Which will be integrated by the end of Q1 2024
Defaqto launches Consumer Duty profiles for 20 MPS portfolios
Now available in Defaqto Engage and Centra software
Alpadis Group makes acquisition
To enhance their taxation and succession planning capabilities
Lock into higher rates now: Making the most of high interest rates
As it poses both challenges and opportunities for savers and investors