FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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'Downstream buy-out' initiative
1,300 Tenet advisers to use software
Three-quarters don’t know taxable threshold
Monthly fund manager survey
For Engage planning solution
Takes over from Richard Larner
‘Expanded role’
From £32bn to £23bn
Platform to launch in 2019
Bought ATS in October 2018