Jenny Hunter
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Built by advisers, for advice professionals – Pilot practice management system launches to help fix financial planning from the inside out
Pilot practice management system launches to help fix financial planning from the inside out! A new UK-built practice management software firm has…
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Stuart Breyer, CEO of mallowstreet explores how AI is helping mitigate client anxiety
In this article, Stuart Breyer, CEO of mallowstreet explores how AI can help flip the balance, easing the burden of admin and…
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Young people call for change: 84% of kids and teens want to see financial education on the new national curriculum, according to GoHenry research
Young people have made it clear they want to learn more about money in school, as new research published today by GoHenry, the…
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Help for first-time buyers? Mortgage and property sector reacts to Reeves’ reform package
There’s big news out of Mansion House this week, as Chancellor Rachel Reeves announced a series of changes aimed at making it…
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What Reeves’ Mansion House reforms mean for advisers and their clients. Industry experts share their views…
Chancellor Rachel Reeves has laid out her vision for the future of financial services—and while there was plenty of buzz beforehand about…
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Calling all POWER Planners – Sam Patterson, Equilibrium FP, highlights the PFS POWER initiative and how you can get involved
What is financial planning? Ask a room full of financial planning professionals, and you’ll likely receive a variety of answers. Each planner,…
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A new risk premium and how US policy is tipping the balance on global markets, FE Investments’, Charles Younes explains…
Markets have experienced considerable volatility over the past three months, as political developments have driven dramatic shifts in global allocations. Inflation and…
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Dynamic Planner’s Head Actuary, Steph Willcox explains how you can rise to the challenge of retirement income advice
When the FCA published its thematic review of retirement income advice in March 2024, it caused a bit of a stir across…
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Richard Hulbert, Insight Consultant at Defaqto, explains the momentous changes proposed for pensions
The government is not short of ideas on how pensions could be changed to meet their needs, whether they meet the needs…
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Nick Adams, co-founder of adeus explains why it’s time for advisers to rethink legacy planning and wills in the digital age
Let’s face it, wills and legacy planning don’t usually spark the most upbeat conversations. For many clients, it’s something they know they…
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