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According to this cyber security professional, the trusted relationships between advisers and their clients are the target for infiltration by hackers and firms need to ensure client information is safeguarded.
Statements of Advice have long been a viewed as protection document for advisers and licensees rather than a guide for consumers. For practices that have adopted video SOAs the process has become streamlined and they can more confidently prove consent from the client.
The summit is back in 2023 with a focus on how advisers can adapt to transform and thrive in the future. As the advice industry copes with economic uncertainty and generational shifts in wealth manage
Employees at 13th Note in the Merchant City claim they have been ‘pushed to breaking point’
Employees at 13th Note in the Merchant City claim they have been ‘pushed to breaking point’