FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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'Trivial'
Takes recurring income up to £8.5m p.a
Adding £400m FUM
951,171 ‘unsuitable advice’ complaints
Robo 2.0 then 3.0 ...
Build a system that makes sense
To replace Ian Sackfield
'Accelerate this pace of change'
Provider contribution idea welcomed
Short of reaching diversity targets