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60% of advisers turning away new clients

Tuesday, 18 August 2020
Articles
Octopus Investments website

Six in ten financial advisers had to turn away prospective clients in the last year, according to a new report.

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Chartered Financial Planning firm hires NextGen talent

Friday, 12 January 2018
Articles
Alan Smith, chief executive of Capital Asset Management

Chartered Financial Planning Firm Capital Asset Management has announced a double hire, recruiting two new additions from the NextGen Planners group in a bid to attract new talent.

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