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Artificial intelligence and financial advice businesses – all systems go?
Artificial intelligence has the potential to revolutionise the advice industry, offering benefits such as enhanced efficiency and accuracy…
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Vanguard UK: Bed & ISA could save clients over £15,000 over the course of a decade
Budget puts Bed & ISA back on the agenda: 13% of clients will move investments from general investment…
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Washington Watch: Economic Impact of Trump vs. Harris
By Libby Cantrill, PIMCO head of U.S. public policy What looks to be one of the closest presidential…
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RedArc sees 57% increase in support for children over the past 3 years
The number of children that RedArc supported across all types of conditions increased by 57% between 2020 and…
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Mastering Suitability Reports Part 3: Striking the right balance
Suitability reports are a crucial part of the financial advice process, but let’s face it—most clients probably aren’t…
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Retirement income review prompts revisits to processes
Two-thirds of advisers have made changes to their processes as a result of the FCA’s Thematic Review of…
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Square Mile Academy of Funds: Ratings Round-Up for October 2024
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 64 interviews with investment professionals from 40 asset management…
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Brooks Macdonald announces the acquisition of CST Wealth Management to continue growth in financial planning
Brooks Macdonald, a leading wealth management firm, today announces the acquisition of CST Wealth Management, the Chartered financial…
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New gold investing doubles before Election 2024, but not in the USA
Gold’s ongoing run of new record prices has seen the number of first-time precious metals investors double ahead…
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AMI’s new Protection Viewpoint Report calls for more personalised protection: Four-point action plan unveiled
The Association of Mortgage Intermediaries (AMI) has launched its fifth Protection Viewpoint Report – Making Protection Personal – in partnership with Royal…
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