FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Includes non-compliance with AE
Double the price of Novia tool
Platform's three months of pain
8,000 registered users
In response to investor demand
Unsuitable assumption to blame
Winners announced on 15 June
2018/19 levy spikes 20%
LTA currently £1.03m
Make up 25% of portfolios
03 May 2018
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2 min read
