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The outlook for 2025: Pino Vallejo
By staying agile, investing in data analytics and specialised expertise, ensuring we remain a trusted partner and focusing on client needs, we project a positive trajectory for 2025.
Surveys … Apparently They’re Dead!
Rather than falling into the trap of meaningless metrics, the impact of surveys lies in their ability to extract actionable insights through well-crafted questions and informed analysis.
5 priorities for financial services firms following the Court of Appeal’s ruling on motor finance commission cases
The activity by the Financial Conduct Authority has been ramping up in recent years, particularly with the FCA’s final Consumer ...
Outsourced Dealing – the new norm?
As firms recognise the benefits and the service provider market matures, outsourced dealing is now set to become mainstream.
AI to Support Regulatory Compliance
Partner with Davies and Embrace The Future of Compliance
Optimising The Adviser – Retirement Income
Optimise retirement income strategies amidst market challenges and regulatory demands.