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4 in 10 Financial Planners weigh up robo-advice move

Nearly four in ten Financial Planning professionals could be entering the robo-adviser market in the next 12 months, Financial Planning Today’s research suggests.

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Pete Matthew: I've never seen client records in worse disarray

A Financial Planner has described how he dealt with clients whose filing system was “basically a series of plastic tubs”.

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Financial Planner: We must help people beat 'fear of seeking advice'

A Financial Planner says the sector must discover how to help people beat the “fear of seeking advice”.

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