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Showing 1 - 1 of 1 results for "Shitij Mann"

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
... in family members into the advisory relationship more effectively, fellow panellist SWFS Financial Group director Shitij Mann said the firm shifted its identity last year from a financial planning company to a financial services company; a change driven ...
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