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Future-proofing advice, building sustainable portfolios, all things SDR

‘You are not struggling for clients, so it is a great place to be.’

Cash ISAs were the preferred vehicle for those planning over the long-term

‘It does feel like the wind has been in our faces over the past few months’

Sacha Sadan was speaking at the annual Amundi conference

Strategic partnership to improve access to financial advice

‘On the positive side, there is a big market to be served’

'It is always concerning to see complaint levels continue to rise'

Allowing advisers to engage with listed firms on sustainability issues

Firms will be COBS 19.11 compliant when they connect to CDA