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Wealth providers lose 1 in 5 clients due to poor complaints procedure
· Wealth firms lose 19% of their clients due to poor complaint procedure · 44% of clients expressed difficulty in…
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Mortgage Intelligence Expands Free Software Offerings to Network Members
Mortgage Intelligence, a leading provider of mortgage network services, has announced the addition of Criteria Brain and Affordability…
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Social media hampering wealth managers’ advice, says new study
New global research from Ortec Finance, the leading global provider of risk and return management solutions for professional…
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Research with insurers and pension funds reveals a growing desire to invest across a range of renewable energy technologies
A survey of UK pension funds and insurers that collectively manage over £350 billion in assets, commissioned by…
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Defaqto names best performing MPS portfolios
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has announced the winners…
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The role of Fixed Income in supporting efficient MPS diversification
We were delighted to host our latest webinar last month, in association with Legal and General Investment Management…
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Delivering a revolutionary technology platform, with Mindsavvy CEO; Andrew Smith
The global economy faces a staggering $16 trillion burden by 2030 due to mental health issues, with the UK workforce…
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True Potential LLP ‘Consumer Duty: One year on’ Survey Winners Revealed
Recently, IFA Magazine conducted a survey on behalf of True Potential Wealth Management. The survey titled ‘Consumer Duty:…
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AI is here to stay, so embrace it for compliance systems
By Shaun Hurst, Principal Regulatory Adviser at Smarsh As financial services continues to face an ever changing and…
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A long summer looms: PIMCO’s Cantrill shares U.S. presidential election outlook
Sharing her latest commentary and analysis on the U.S. Presidential Election taking place this November, PIMCO’s head of…
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