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‘What we saw at the Budget was the opposite of simplification’

PA360: Actionable insights – Smarter Outcomes open for adviser registrations

‘Speaking to someone far removed from your own experience can be intimidating’

Including requirement for firms to report complaints involving vulnerable clients

AJ Bell reported an 18% increase in revenue and profit before tax was up 22%

'There is no need to reinvent the wheel here'

Advisers becoming ‘more proactive’ in IHT discussions

TPO is 'back out on the market eyeing up a deal'

Governance conversations ‘foundational’ to delivery of ‘strong’ investment outcomes

To deploy ‘safe and responsible’ AI