How to support vulnerable clients and spot concerning signs

Brian Byrnes from Moneybox tells Citywire what the new advice offering will look like and why Moneybox is hiring for advisers to give AI-driven advice.

Harry Cotton from Thistle Consulting tells Citywire what compliance challenges IFAs are facing, how to keep up with regulatory scrutiny, and just why the UK is such an attractive market for US PE.

Scott Millar, Rob Schwarz and Rob Bell reflect on what they have learned since they launched their own financial planning firm in 2023. Now with £80m in assets under advice and two recently hired graduates, the trio discuss their biggest mistakes and their best decisions since they launched Finova Money.

NMA journalists delve into their stories on anti-money laundering checks, the latest PE-backed adviser sale and the latest on advice firms leavings SJP.

The consultant who helps advice firms adopt AI into their businesses reflects on what AI tools are currently on offer, how advisers can get the best out of them and what is coming down the tracks. Abela also talks about some of the big mistakes advisers are using with AI,…