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'It is always concerning to see complaint levels continue to rise'

Allowing advisers to engage with listed firms on sustainability issues

Effective utilisation of AI offers great potential client benefits

‘Firms must offer compelling reasons for advisers to stay’

'Data without context, however, is simply a buzzword'

Our flagship conference took place last week at 133 Houndsditch in London

Around 46% started using an adviser when they were 40 or older

Client funds reach record £179bn in first quarter of the year

Take a look at some of the news and feature highlights of the last month

The purchase includes taking over Cassons’ existing Burnley offices