Sue Whitbread
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Will it be a happy New Year for investors? Brian Tora reflects on the markets in 2017 and considers what 2018 might have in store
It’s been a funny old year, has 2017. Brian Tora is in reflective mood as he considers the events of the past…
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No rabbits, no refunds, no kidding – Michael Wilson’s detailed Budget analysis
Philip Hammond’s November Budget didn’t excite the press, says Michael Wilson. So what were we expecting, a full-on circus extravaganza? Sometimes it’s…
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Change, choice and consultation: Lee Pringle with a planner’s perspective on advising clients on DB pensions
Lee Pringle, Wealth Planner at Succession Group, gives a planner’s perspective on the challenges of advising clients on defined benefits pension…
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Better Business: A New Year, A New Approach – Brett Davidson on time management
Are you too busy to be effective? As you consider your strategic planning for 2018, Brett Davidson, of FP Advance, suggests that…
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How a marketing niche can boost your firm’s growth – the second of our three part series from Sam Turner
Taking your marketing to the next level – part two In this three part series, Sam Turner, Head of Digital at ClientsFirst,…
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Make 2018 your best year ever – strategic planning advice for advisers from Chris Baigent-Reed
It’s the time of year for clear thinking on how you are going to grow your business in 2018 and beyond. Chris…
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Congratulations to the winners of the PFS 2017 Personal Finance Awards
On Wednesday, 21 November, the Personal Finance Society (PFS) held its 2017 Personal Finance Awards dinner, sponsored by NS&I, at the Camden…
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Better business – Brett Davidson on why saying no more often can improve your business success
The power of no In business, the temptation for us to say yes to every opportunity which comes our way can often…
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MiFID II: Compliance consultant Tony Catt explores what this new directive will mean for advisers
MiFID II – Major reforms or a big whoop? So what exactly is MiFID II and, more importantly for our purposes, what…
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History is bunk – Michael Wilson contrasts the chaos of the Trump administration with strong stockmarket performance
Henry Ford knew what he meant when he declared a new historical paradigm, says Michael Wilson. But could Donald Trump say the…
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