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PFS Conference: AI could cut Paraplanner and admin jobs

Artificial intelligence (AI) technology could proportionately cut the number of Paraplanners and admin staff working in the profession in future but lead to more Financial Planners being employed, the PFS Annual Conference heard today.

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PFS Conference: 10 ways to delight clients

Business guru Matt Wilkinson opened the PFS Annual Conference in Wales today with an inspiring talk to members on how they can give clients a great customer experience.

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PFS Annual Conference 2023 gets under way

The 2023 National Conference of the Personal Finance Society's (PFS) gets under way this morning at the prestigious new International Convention Centre near Newport, Wales.

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PFS refutes claims of ‘missing’ £10m

The Personal Finance Society has refuted as “simply incorrect” claims that £10m is ‘missing’ from its funds.

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