FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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'Only question is the timescale'
Issues with transactions, income and fees
US equity funds also perform well
Introduces 'The Long Dog'
'Migration plans remain on track'
Spent three years in the role
Advised platform assets up 12% year-on-year
Adviser and client empowerment
Takes 7IM's AUA to £13.6bn
Non-standard assets not allowed