‘Many non-Chartered advisers are just as competent as those who are’

Tech firm to debut a performance comparator tracking solutions’ data

James Lewis was chief executive at London-based Shard Capital Partners

The editor's Friday Night Takeaway from 3 May

The editor's Friday Night Takeaway from 26 April

‘The outsourced route is one that a lot of advisers are now taking’

‘It is highly likely people in decumulation will have a vulnerability’

Specialists from across the industry debate platforms’ future purpose

‘Customers should be careful that this is the right decision for them’

Oxford Risk says better engagement could equal 10% organic AUM growth