Business and Development
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The dangers of your clients having outdated wills: practical tips from legal expert, Iwona Durlak
A survey commissioned by Solicitors for the Elderly, for ‘Update Your Will Week 2023’, found only 56% of adults updated their will…
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Sajmira Cairns named St. James’s Place Paraplanner of the Year
Head of Paraplanning at PFP Wealth Group Ltd, Sajmira Cairns, has been named as St. James’ Place (SJP) Paraplanner of the Year…
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EV on embracing hybrid and digital advice into advice propositions
Fully embracing hybrid and digital advice into advice propositions is crucial to addressing the advice gap and for the future of advice,…
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OryxAlign: How ongoing cyber security training for staff is just as important as any software
According to the World Economic Forum’s The Global Risks Report 2022, 95 per cent of cyber security issues can be traced to…
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New Data from EY: HNW Investors Feel Unprepared to Meet Financial Goals due to Market Volatility
Investor behaviour changes in face of increasing market volatility as demand shifts to active investments and FinTech, new EY report finds. Wealth…
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Big Society Capital appoints James Chew as new non-executive director
The Board of Big Society Capital has welcomed HSBC’s Group Head of Regulatory Strategy, James Chew as its new bank appointed non-executive…
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How IronMarket Wealth grew client confidence 23% in the face of market uncertainty
IronMarket, a Wealth and Investment Management firm that is redefining their members’ expectations of advice firms, drove a 23% increase in maximum…
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ChatGPT, compliance, and the impending wave of AI-fuelled content
As digitalisation continues to permeate everyday life, data archiving has become increasingly vital for a variety of reasons. With the emergence of…
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AXA IM: Biodiversity solutions offer rich opportunities for investors
As we reflect on yesterday’s ‘Earth Day’, AXA Investment Managers discuss the solutions to biodiversity. Companies at the vanguard of providing solutions…
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Hodge makes further investment in net zero technology company Sero
Hodge has announced it has made a further equity investment in Sero, a Cardiff-based energy technology and services business, taking its stake in the…
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