FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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'Fairly developed pipeline'
Only 31% go to IFAs
To protect the interests of clients and shareholders
480 guests, 29 awards, 1 WIFAbulous evening
Personnel changes
Two-minute video
‘Talk to 10,000’
Poor month for equity fund sales overall
Money for organic growth
Employs 45 across the business
05 July 2019
•
2 min read
