FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Will be preferred adviser to 43,000 members
'Interest secured' from 200-plus firms
Will become an annual event
Report by New City Agenda and Cass Business School
Left Charles Stanley amid restructure
To raise financial engagement and knowledge
Dynamic Planner fully integrated into back-office
Adds £150m FUM to books
Treasury, PRA and FSA background
Firms names UK country head
26 October 2016
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1 min read
