Jenny Hunter
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The Timebank: The two areas AI has evolved into, and what that means for your business
In this three-part series, Damian Davies, Head of Engagement at The Timebank, will explore the rapidly evolving world of AI. He’ll begin…
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Direct or network? Finding the right fit for you…
Choosing between direct authorisation by the FCA and joining a financial adviser network is a pivotal decision for financial advisers establishing or…
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Why greater clarity over pension investments would boost engagement
Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) tells us why he believes that if we’re to start to close the advice…
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Why work with a specialist provider? A Q&A with Chester Rose FP’s Sue Allen
With over 20 years of experience working with dental professionals, Sue Allen, Head of Financial Planning at Chester Rose Financial Planning, knows…
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Morningstar Wealth introduces a new consolidated reporting tool
Morningstar Wealth has unveiled their new consolidated reporting tool designed to simplify the lives of paraplanners. By addressing the complexities of modern…
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Scottish Widows take the pulse of the Paraplanning profession
Scottish Widows’ third annual Paraplanner Survey takes the pulse of the paraplanning profession in today’s financial services industry. Focusing on regulation, technology,…
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Your paraplanner voice matters! Be part of The Lang Cat’s 7th annual State of the Advice Nation…
Steve Nelson, Insight Director at The Lang Cat, shares his reflections on the evolution of the advice profession and the importance of…
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Financial Services in an AI Era
Artificial intelligence (AI) is everywhere, reshaping industries left and right. For financial services, it’s a mix of excitement and caution—especially as this…
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Labour’s Budget: Matt Wood, MD of AMFA, unpicks what it means for Financial Advisers and their clients
Rachel Reeves’ budget marks a pivotal shift, bringing fresh challenges for financial advisers across the UK. Matt Wood, Managing Director of AMFA,…
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Engaging the next generation of investors
We are used to seeing the word ‘millennial’ as a shorthand for young people, or even teenagers, often alongside shopworn cliches about…
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