Sue Whitbread
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Enhancing your financial planning firm’s online presence – Jon Pittham, ClientsFirst
How great content attracts an audience that returns and converts This article is the second in our mini series from Jon Pittham,…
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Growing interest in sustainability and ethical issues leads to trebling of use of FundEcoMarket tool over 12 months
Use of the Fund EcoMarket (SRI) fund tool has trebled over 12 months – with users indicating growing interest in both sustainability…
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A New Orbit: Mike Wilson takes a look at the many market-altering ways that the world has changed since 2000.
Constant change is here to stay, says Michael Wilson. And that’s a good thing. But where did all those black swans come…
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Better Business – Brett Davidson of FP Advance gives his tips for ‘managing up’.
But what exactly is ‘managing up’ and why should it matter to you and your career success as a financial planning…
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IHT simplification reforms shouldn’t be used as a tax grab
The Office for Tax Simplification has today published its second report on simplifying inheritance tax. Laura Suter, personal finance analyst at AJ…
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How efficient is your financial planning business? Tracey Underwood, PACE Solutions.
Sometimes you need to think differently in order to ensure that your business is focused on the most effective areas. Tracey Underwood…
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Should you ‘Sell in May and go away’? Brian Tora asks whether this this applies in the modern era
The investment industry – perhaps, more specifically, the stock market – is full of sayings which are designed to help the unwary…
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Urbanisation: the smart investment opportunity – Ivo Weinöhrl, Senior Investment Manager, Pictet-SmartCity Fund.
Urbanisation is putting pressure on infrastructure and the environment. To thrive, cities need to get smarter and work more closely with the…
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ESG investing – aligning clients’ investments with their values: Damien Lardoux, EQ Investors.
EQ is an award-winning chartered financial planning firm which has over 60 staff in London and 2,000 clients all around the UK.…
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Why there is still a need for protected investment strategies: Iain Cunningham, Investec Asset Management.
Last man standing? Why there is still a need for protected investment strategies by Iain Cunningham, co-manager, Investec Multi-Asset Protector Fund As…
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