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FCA survey

First advice firm seller cohort go live on Melo’s Project Exit

IHT changes continue pushing clients out, according to Blevins Franks CEO

Former director at Hines Associates

A practical lens for leaders navigating integration

'Behavioural science needs to sit at the centre of how agentic AI is designed for financial advice'

The news editor's Friday Night Takeaway from 14 August

'Firms shouldn't be held back waiting for the industry to agree on where the higher-risk work sits'

Eventual redress bills for ongoing service and rebalancing issues below original provisions

Investment advisory firm entered liquidation in April after FCA probe