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UK regulatory standards ‘remain strict’

Appoints David Aaron as head of compliance

Customers numbers up 12%

Education is the most scalable growth strategy advisers have

A shift from acquisition strategy to integration capability

Annual advice profession snapshot from Dynamic Planner

‘Financial vulnerability is a predominantly female experience’

Results posted a year since Söderberg & Partners-backing

Payouts to 34,000 estates

Joint statement released with BoE and Treasury