Your Business

‘In reality, paraplanners are essential collaborators, not mere assistants’

Acquisition adds around 500 clients

Advice firms pushed to get deals in before 30 October CGT changes

Advanta Wealth is Multiply AI’s latest client

The ‘stakes have never been higher’, Abrdn policy head cautions

Responses include client referrals and offering a more comprehensive service

Helping business owners secure their personal financial futures

Increased regulation and paperwork ‘takes too much time’

‘Advisers need to make sure they actually talk through it with them’

‘This will transform your conversations with clients’