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Isabel Baxter is senior reporter at Professional Adviser.
Plans to double AUM by 2029
Moving towards a ‘more simplified charging structure’
Intends to publish response later this year
Aims to help advisers keep up to date with complex changes
Recognises that ‘talent comes from all backgrounds’
Lisa Campbell charged with multiple criminal offences
Adds £200m in assets to the network
Regulation and operational efficiency cited as barriers
Annual review reports to be done in under five seconds
Fellow joint CEO Matt Timmins to run the business
17 February 2025
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2 min read
