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Winners of CISI Financial Planning Awards 2025 revealed
The CISI announces the winners of the 2025 Financial Planning Awards, celebrating excellence across top professionals, paraplanners, firms,…
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From assumptions to acquisition: How advisers are turning feedback into a growth engine | Emily Wastie, VouchedFor
Emily Wastie, Head of Firms at VouchedFor, explains how client feedback is transforming advisory businesses. Firms are using…
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Cancer patients hit with nearly £10,000 a year in hidden costs
Research by the insurer Zurich UK found that one in three (30%) cancer patients have had to draw…
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Market Report: Stock markets hold the high ground as US shut down drags on
Stocks held firm as the US shutdown dragged on, with the FTSE higher at the open. Wall Street…
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AI isn’t the threat; ignoring it is | Karen Barrett, Unbiased
Karen Barrett, founder and CEO of Unbiased, examines how digital automation and AI are transforming financial advice. She…
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Moneyfacts: Loyalty costs savers as top rates dip
Falling bond rates and sticky inflation mean savers who stay loyal risk missing out on the most competitive…
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Hargreaves Lansdown reaches two million clients and record AUA
Hargreaves Lansdown has reached two million active clients, marking a major milestone eight years after it celebrated its…
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Why building an adviser business is all about selling a need | Katie Brinsden, Truly Independent
Katie Brinsden of Truly Independent argues that investors’ £2bn August exodus from equity funds, along with record bond…
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Investors pull £1.8bn from funds in August as caution widens
Retail investors pulled nearly £2bn from equity funds in August, IA data shows, while government bond funds saw…
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6 easy first steps to client acquisition | Damian Davies, The Timebank
Damian Davies, founder of The Timebank, shares six practical steps advisers can take to attract new clients and…
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