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  • Average client portfolio size up 17% in a year

    The cost and complexity of new financial regulations, such as the Consumer Duty, are pushing financial advisers to increase minimum client portfolio size to maintain profitability.

  • FE Analytics website

    FE Analytics gives advisers the ability to build their own portfolio reports

  • Danny Cox, head of communications

    Hargreaves Lansdown moves to restricted advice model

  • Ben Mackie - a CISI Fellow

    Charles Stanley manager exits for Brooks MacDonald director role

  • Advisers and DFMs get 'portfolio cloning tool'

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