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Financial advice is never about the money itself

Firms look to joint brand relationships

Deal values Altruist at $4bn, reports suggest

Almost half wrongly believe AI-generated financial information is regulated

Connor Read joins

'RegTech can provide the regulatory control layer'

EGR Wealth agreed to a voluntary requirement in July

Dolfin Financial’s Denisz Nagy, Sanjay Maraj and Roman Joukovski banned

Started advice firm in 1995

Expected to complete by mid-November