FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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‘Slow to respond, slow to work with'
'Core growth area'
'Surprised and disappointed'
AUA stands at £7.9bn
Response to OTS recommendations
£200m threshold
From £1,151 to £2,200
'Technology, diversity and risk management'
18 months after interim regime launched
'Setting in place clear barriers'
01 December 2021
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4 min read
