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Succession planning 'not just a transaction' for advice business owners

Succession planning 'not just a transaction' for advice business owners

Your Business

Isabel Baxter

10 July 2025 • 2 min read

FCA reviewing client categorisation rules to distinguish retail investors from the pack

Your profession

FCA reviewing client categorisation rules to distinguish retail investors from the pack

Goal of 40 more initiatives to be completed by year end

Eve Maddock-Jones

Eve Maddock-Jones

10 July 2025 • 2 min read

Building a more resilient financial workforce through inclusive leadership

Your Business

Building a more resilient financial workforce through inclusive leadership

'In the UK's financial services sector, resilience, innovation and trust are top-line priorities'

Mary-Clare Race

10 July 2025 • 6 min read

Advisers told AI is 'only as good as the data you feed it'

Technology

Advisers told AI is 'only as good as the data you feed it'

Avenir’s MacDonald urges advisers to look at internal processes first

Isabel Baxter

10 July 2025 • 2 min read

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