FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Inflation at highest level since March 1992
'Enthusiastic' need not apply
Bid to inspire positive compliance culture
Six month transition
28 January deadline
From 4 April
Data from PortfolioMetrix
'Behavioural shifts needed'
Backed by Mary-Anne McIntyre’s Amber River
Further research and testing
19 January 2022
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4 min read
