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Government policy tops adviser concerns as firms focus on client retention

  • TFAS Wealth
  • Jan 7
  • 1 min read


In our latest industry survey, we found that financial advisers are entering the year with a clear focus on client retention, even as government policy and regulatory change remain their top concerns. The results reflect a growing emphasis on sustainable growth, resilience, and delivering long-term value to clients in an evolving advice landscape


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