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Artorius has completed migration to BNY Pershing

Nicola Crosbie: ‘It’s not an easy process’

Adam Price starting ‘the next venture’ following Fintel acquisition in 2023

Exclusive: MacDonald Partnership has fully rebranded as Integrity365 after 2023 buy

Okunola handed 100 hours unpaid work and two-year restraining order

‘I was initially worried about whether I would be taken seriously as a professional’

Celebrating the best in financial planning and advice

‘Firms cannot afford to be complacent about the threat of intergenerational transfers’

Network put up for sale by current owner Penta Capital

Total benefit recharge to CII in 2024 was £6.96m