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Why it's complicated to avoid AI in investment

Lydia Taft and Michael O’Neill launch Next Step Financial Planning

Professional sport comes with 'a very different financial journey'

Has ‘ready-made’ workflows, follow-ups, CRM updates and compliance checks

CEO Matt Timmins bullish on Plannr’s growth

Hollee Vivian launches initiative with adviser peers

Upper Tribunal decision

Cera Taylor launches 123-Wealth

Could cost users ‘tens of thousands of pounds’

Six self-employed financial planners