Around two in five (40%) financial advisers see finding and attracting new clients as the biggest challenge facing their businesses, according to a new report.

Wealth manager Charles Stanley has linked with fintech Bondsmith to launch a new savings option for clients through its platform Charles Stanley Direct.

Wealth manager Charles Stanley will manage a mandate in Financial Planner Fairstone’s model portfolio service proposition.

Charles Stanley will add Brown Shipley’s Court of Protection team to its existing team after Brown Shipley decided to exist the specialist market.