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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'

Mark Randell joins the provider

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

CEO Matt Timmins bullish on Plannr’s growth

Hollee Vivian launches initiative with adviser peers

Upper Tribunal decision

Cera Taylor launches 123-Wealth

Could cost users ‘tens of thousands of pounds’