FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Includes Active Wealth and Beaufort Securities
Average fund holding period down 40% in 10 years
Letters to 35 companies
£1.5m fee revenue from first eight deals
Will provide price and functionality analysis
Offers fund selection and asset allocation
ABI pushed changes
Response to regulation and group development
'Suitable for two-thirds of clients'
One week to go …
17 April 2018
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1 min read
