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New clients and markets, lower costs, improved control
City Banquet speech
Management fee of 0.5% pa
'Interest secured' from 200-plus firms
Will become an annual event
Dynamic Planner fully integrated into back-office
Integrated tech already available in adviser world
Access to EISs, VCTs and AIM-listed companies
'Vast majority' do not find value in advice process
Retirement planning a 'focal point'
27 October 2016
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4 min read
