Sue Whitbread
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Adviser Spotlight -Newell Palmer
As progressive financial planning firm Newell Palmer celebrates its 25th Anniversary, Sue Whitbread talks to Kevin Homfray, Finance Director at the group,…
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Weekend press review: Positive thinking
Express Money finds positive sentiment on bitcoin from strategist Robert Sluymer of Fundstrat Global Advisors who it reports as saying that bitcoin…
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Better together
Marcus Brookes, Head of Multi-Manager at Schroders, talks to Sue Whitbread about how the combination of Schroders fund management expertise and Dynamic…
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IFA 68 | May 2018 Issue is Here
Stay in May And watch the play, say some observers. Have they got a point? We’re delighted to announce this issue is…
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Financial Planner case study – Magenta Financial Planning
Which aspects of technology are particularly helpful to a financial planning business? Gretchen Betts, Managing Director at Magenta Financial Planning, tells us…
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GDPR and its implications for advisers
Steve Andrews, Head of Managed Services at Focus Solutions, shares some practical measures to help you make sure your business complies with…
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Better Business – Modern Marketing
With today’s technology presenting so many marketing opportunities, why do financial planning firms find effective marketing to be such a challenge? Brett…
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How technology is changing client communication
Sam Turner, Head of Digital at ClientsFirst First there was email. Then came social media. And then came… MiFID II?! Changes to…
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Financial Planner case study 2 – TFP Financial Planning
Casey Mills, of Essex-based TFP Financial Planning, gives some insights into how the firm uses technology on a day to day basis…
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Are you making the right choice?
Michelle Hoskin of Standards International shares her thinking on a process which firms can use to select the systems which are most…
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