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'The industry is moving from suitability, to understanding and now to expectation management'

Michael Thomson jailed for six months

‘If you’ve got concerns, you need to take some action’

Jane Smith Financial Planning and BpH Wealth to join

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