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After FCA thematic review highlighted importance of regularly reviewing

IFAs must communicate differently to build trust with female clients

‘Leadership in financial services is a team sport’

Nearly all advisers say investment clients have become more demanding

Parents ‘stretching finances’ to finance private education

‘We need a different and better mix of advisers and advice’

Discretionary fund manager records net flow increase of 28% to £2.3bn

To meet Consumer Duty and vulnerability regulatory expectations

OCM Wealth Management will use AI to roll out a new AR business model

Loveday & Partners takes Titan Wealth’s total AUM to £17.3bn