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The Finli Group has acquired six more financial advice firms, taking its total number of acquisitions to 51 and further ...
If you are in the financial advice profession, now is the moment to stop treating AI as a feature and start recognising it as ...
The chancellor announced in last year's Budget that the rules around BPR will change from April 2026. Here, Stephen Kenny ...
The expansion of inheritance tax (IHT) into the realm of unused pension assets, set to come into effect in 2027, puts greater ...
Aberdeen Adviser has launched a client asset migration service designed to ease the process of moving client assets from one ...
In a press released shared by the financial data company today (7 July), it confirmed that it has integrated its portfolio ...
Business development managers (BDM) play a crucial role in the advised market. They are the main communication route between ...
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