Sue Whitbread
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How much regulation does it take to get all advisers treating customers fairly? A regulatory update from compliance consultantTony Catt
Whilst most adviser businesses already operate on a putting clients first basis, compliance consultant, Tony Catt, talks us through current relevant regulatory…
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Planet earth 2018 – Brian Tora assesses the state of the global economy
Don’t overdo the gloom, says Brian Tora, because the global economy in 2018 is still fundamentally strong. But do keep an eye…
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EIS – a new dawn? Mark Brownridge looks at what the Budget changes mean for advisers, planners and their clients
Mark Brownridge, Director General of EISA and formerly a financial planner himself sets out how the changes to EIS following Chancellor…
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On balance: weighing up ETFs against other options in portfolio management
When it comes to portfolio construction and asset allocation, which areas do ETFs tend to have the advantage? Peter Sleep, Senior Investment…
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The disruptive rise of crypto? Mike Wilson with all you need to know about this anonymous, untraceable and very popular asset.
Crypto-currency assets are fast approaching $1 trillion, says Michael Wilson. Anonymous, tax-untraceable and floating on a global bed of popular support. What…
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Adviser Spotlight – Brian Hill, MD of Wiltshire-based Jones Hill
Military Issues Brian talks to Mike Wilson about how the advice process can be tailored to meet the specific needs of service…
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EIS Association event – invitation to advisers: ‘Hidden secrets of EIS’
EIS is evolving. Advisers who are looking to capitalise on post-budget enhancements to EIS for the benefit of clients – as well…
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Merry Christmas Everybody? Richard Harvey with a tongue-in-cheek look at whether 2018 might bring a change to our spending habits.
Look to the future now, it’s only just begun. But will it bring a change to our spending habits asks Richard Harvey?…
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Seasonal Pantomime – Michael Wilson wonders what might lie ahead for the Prime Minister
Statutory warning: The value of your investment philosophy may go down as well as up, and you may not get back the…
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2018 – A Wall of Worry. Mike Wilson analyses what might lie ahead for the global economy and investment markets
We need twelve months of normality, says Michael Wilson. But will we get it? Chance would be a fine thing Is it…

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