Defaqto rolls out compliance hub for advisers
AI assisted reviews to be added
Industry
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UK wealth managers face heavier workloads than global peers
UK managers serve 44% more clients than global average
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Why you shouldn’t have to settle when it comes to business relief
Freyr Investment Management’s Nick Maidment talks to PA Adviser about starting with a blank sheet of paper
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EQ Investors partners with Nordea to launch responsible multi-asset funds
Two funds offer different levels of equity exposure
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The great advice transition: Why whole-life planning is becoming essential
Triple Point’s Rosalind Hudson looks at the complex financial needs of IHT planning
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Autumn Budget: Ending the two-year rule removes a tax penalty for uncontrollable delays
Alltrust’s James Floyd on why the move is ‘wonderfully welcome’
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Marcus Brookes takes over Quilter’s Cirilium fund range
Sacha Chorley and Ian Jensen-Humphreys have left the business
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