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Retention rate of 95.3%

PA360 panellists highlight AI is not taking over admin or paraplanner jobs

Consumer Duty aligned adviser benchmark based on a data set and behavioural model

Adding £550m in assets

Attendees at PA360 say

Dropping from 94,035 in H1 to 87,842 in H2

Adds £26m in AUA

A third of new members are women

Project Exit to launch 11 May

Iress has reshaped its proposition and standing