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A view on the ground: what makes an effective BDM?
Andy Matthews APFS, senior business development manager at RBC Brewin Dolphin, reflects on what advisers really value from…
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Why fixed income positioning matters more than ever
Not all parts of the fixed income universe are created equal in the current environment, and the dispersion…
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InterBay refreshes commercial range with greater flexibility for brokers
InterBay, the specialist commercial lender and part of OSB Group, has refreshed its commercial proposition, introducing a series…
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Teladoc Health UK highlights role of virtual healthcare support
With the latest GP appointments data highlighting the continued pressure facing primary care services across the UK, Dr…
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Property rich, pension poor: Gen X ‘sleepwalking’ into retirement shortfall
Those born between 1965 and 1980 – the so‑called Generation X – risk “sleepwalking” into an inadequate retirement,…
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Investors risk missing out on long-term growth when suitability is reduced to Attitude to Risk
Oxford Risk, the leading behavioural finance fintech serving wealth managers, advisers, banks, and pension providers, today publishes new…
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Nedgroup Investments: How investors can think differently and actually be contrarian
Equity investors about their mega-cap concentration today and most will acknowledge it. What they tend to be less…
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The role of BTL mortgages in portfolio growth
In the following piece, Sarah Thompson, Group Financial Services Director at Mortgage Scout, part of LRG, explains how…
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Culture lever: What advice firm owners can actually do this quarter
Jenny Segal, chief investment officer, actuary, workplace culture expert and author of the On Motivation series, examines why…
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Fleet Mortgages joins the OPDA to deliver homebuying reform
Fleet Mortgages has become the latest member of the Open Property Data Association (OPDA), joining the industry-wide drive…
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