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Reliant on spreadsheets and Word
Up from 76% in Q4 2020
Working Lunch series
'An uncertain time for retirees and advisers'
Bigger is always better, right?
Only a fifth of advisers plan full ESG integration
80% advisers use MPS
'Wide variety of fee combinations'
Latest NextWealth research
Q4 2020 saw 11% rise in assets
30 May 2022
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2 min read
