Sue Whitbread
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The adviser’s guide to digital marketing #2. Using Facebook Audience Insights to identify new verticals
Facebook Audience Insights – what is it? Facebook Audience Insights allows you access to the vast amounts of data Facebook stores on…
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Through the looking glass – managing your business for greater success
Sue Whitbread considers how advisers can take a different approach to creating long term business success – and achieve a great work/life…
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FCA – consulting on current accounts. Compliance consultant, Tony Catt, looks at the details.
There have many quite a few interesting consultation papers released by the FCA recently. Dealing with a wide range of subjects. Some…
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The values of investing: Tim Hale looks at how advisers can ensure they deliver value to clients that goes well beyond portfolio construction
In this article, Tim Hale (pictured), managing director at Albion Strategic Consulting, argues the case that investing is simple, but not easy. …
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Investment due diligence: compliance specialist Tony Catt looks at the process and examines some of its limitations.
Making sure that investment recommendations do not just meet client requirements but also keep the regulator on side are both key requirements…
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MiFID II –Tightening the Safety Net
MiFID II is coming on 3rd January, ready or not. Michael Wilson looks at what it might mean. At a time when Britain…
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The adviser’s guide to digital marketing – using Google’s new ‘posts’ tool to increase your Google presence
This is the first in a series of articles from Sam Turner (pictured), Head of Digital at ClientsFirst, aimed at giving you…
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Reviewing your firm’s investment strategy; a checklist for advisers
When it comes to having a robust investment strategy in place, most advisers will feel that their existing approach works well and…
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To outsource or not to outsource – that is the question
A recent IFA Magazine survey, carried out in conjunction with R.C. Brown Investment Management, asked advisers for their experiences when it comes…
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Alternative investment platforms – the changing role for EIS and VCTs
Neil Martin talks to Daniel Rodwell, Managing Director at GrowthInvest, about the changes to pension allowances and how EIS & VCTs can…
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