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Suitability and record of advice

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Working Smart

By Lee Rossini

In many financial advice businesses, a growing risk is emerging: an aging adviser workforce with too few young professionals entering the pipeline. In firms where most advisers are approaching retirement and junior talent is scarce, the long-term sustainability of the business is under pressure.

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Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May 2025 deadline. View the CPD FAQs for more on accessing the CPD quizzes.

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