With consolidation being a buzz word in the advice industry, delegates heard a debate from panellists who were either for consolidation or pro independent.
From St James’s Place (SJP) fee overhauls to more Financial Conduct Authority (FCA) bans, to new technology integrations, it has continued to be busy as the advice industry heads into Q4…
Magenta Financial Planning managing director Gretchen Betts tells Isabel Baxter about the relaunch of her passion project FFEM and the changes she has made in the last year…