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Group eyes AI, recruitment and fundraising

AI is increasingly shaping the future of financial services

Stephen Welch assumes executive group chair and interim CEO responsibilities

More than half of clients said they hold the adviser relationship in their name only

Will join group executive committee

Why it's complicated to avoid AI in investment

Lydia Taft and Michael O’Neill launch Next Step Financial Planning

Professional sport comes with 'a very different financial journey'

Has ‘ready-made’ workflows, follow-ups, CRM updates and compliance checks

CEO Matt Timmins bullish on Plannr’s growth