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  • FCA finds most ongoing suitability reviews delivered

    The Financial Conduct Authority’s review of ongoing advice data from 22 of the largest financial advice firms has found that suitability reviews were carried out in the vast majority of cases.

  • Risk tool to help planners with new suitability rules

    Ben Goss, Founder and CEO of Dynamic Planner.
  • Behavioural finance app added to Intelliflo suite

    Intelliflo CEO Nick Eatock

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