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When psychotherapy meets advice
Data breaches are costly but advisers can protect themselves
Iress sells portfolio management software as it streamlines UK operations
Defaqto launches 'game-changer' MPS comparison tool
‘Firms that deliver personalised financial planning at scale will win out’
Advisers' valuable work overlooked in discussions about advice gap
Financial services still 'behind' other professions in terms of tech
'Financial planning is hugely undervalued', says 7IM boss
FSCS chief: how AI will help us pay out claims quicker
Landlords making financial changes present ‘opportunity for advisers’
FCA fines and bans ex-Shard Capital CEO for putting investors at risk
Advanta adds £240mn in AUM with Penney, Ruddy & Winter deal
Titan Wealth buys boutique firm Wigmore Associates
Just 26% of HNWs have IHT strategies in place
Friendshoring, nuclear buttons and a space race: what geopolitics is telling investors
CPD
Approx.40min