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Advisers remind financial planning ‘is about the 'longer-term view’
Advisers say client communications and outcomes need to be bespoke
Changes made to three of six of the firm's risk-mapped portfolios
ValidPath says new rules are causing uncertainty among advisers
‘Record’ number of advisers expected to join by the end of the year
Strategic automation of transfer journey planned
Tests too subjective, Oxford Risk study shows
The firm completed eight acquisitions last year
The group has completed nine purchases in 2022 to date
'No room for assumptions when it comes to dashboards'