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Pathfinders

Public·10 members


The financial landscape is ever-changing, and the recent introduction of ‘Consumer Duty’ regulations has led many advice firms to re-evaluate their client relationships. Unfortunately, this has resulted in some diaspora clients being let go by their advisers, often on the grounds that the relationship is not financially viable for the firm. If you find yourself in this predicament, this article aims to guide you through your next steps and options.




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Become a Pathfinder and embark on a journey of self-discover...
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