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Will customer vulnerability management take over from AUM in 2025?

Marking its 29th acquisition in two years

‘They don't prepare them for what's going to come out the other side’

Advisers risk losing out on £50bn if they fail to adapt to younger clients’ preference for AI

Total AUM of $7.3bn

In contrast to men who are more likely to prioritise their spouse

What is a competitive PII premium?

A growing trend of consolidation within the sector

WIFA winner launched advice firm FSWM in February last year

New API connection to reduce manual admin for financial advisers