FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Firm takes on a minority stake in North West-based company
Hires to be advisers' first point of contact
Focus on HNW clients in London
Axa makes management changes
Met with McDermott in May
Dashboard will be implemented by 2019
Predicts slower long-term growth
Deal will give clients more options
Adviser adoption of technology is changing
A month after Rothesay deal
31 May 2016
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1 min read
