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Schroders' wealth arm records £75.2bn advised AUM in first half of 2023

Schroders has recorded assets under management (AUM) of £116.3bn in its wealth management segment in H1 2023, this comprised £75.2 billion of advised AUM.

Power of attorney errors that could lose control of your money – and how to avoid them

Telegraph Money explains how to navigate the pitfalls of setting up an LPA

Aveni Assist AI launches to boost adviser productivity

Aveni, the artificial intelligence (AI) fintech business has announced the release of a new platform, Aveni Assist. It aims to enhance the productivity of an adviser by up to three times..

People feel 'overwhelmed' at idea of taking on an elderly loved one's finances

Advice industry needs to promote family wealth discussions

As 19% of Brits over 60 say they have never spoken to their children about their finances