The Tax Practitioners Board latest consultation paper could result in greater training requirements for advisers. ...
Technology may be vital for increasing efficiency and decreasing costs but the key to achieving this lies in how financial advice practices implement and utilise it, Jass...
The low number of practices with a succession plan, combined with an ageing financial advice industry, can mean principals will be forced to sell businesses at a much low...
knowIT Group has announced a rebrand of the Strategy Steps’ Desk Caddie as wealthdigital....
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....