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Deals announced in Q4 before the year ended

Functionality, not workarounds

According to review into how AI could reshape retail financial services

‘Too many advisers are being shoe-horned into a consolidator proposition’

According to analysis from AdviserSoftware.com

UK Financial Planning Week 2026 runs from 26 January to 1 February

Turnover has risen by 158% since 2020

Steven Cooper expects a ‘busy first year’ as CEO

Attracting new clients high priority for firms

Robo-advisers ‘now look comparatively expensive’