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Particularly around technology and social media, Wealthtime finds

Firm to merge wealth and life operations

Ombudsman records 8,734 complaints about fraud and scams

The new office will be based on St. Peter Street

Clients can view portfolio information, track progress and upload documents

Bringing £200m in assets and three advisers for the national firm

Nearly two-thirds expect client growth of 20% or more by 2027

‘It is possible for advisers with the right industry support’

90% of advisers use multi-asset strategies, Aegon finds