Business & Development
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Innovative solutions to help advisers from FE fundinfo
FE fundinfo has been explaining today how they’ve been busy revolutionising the way financial advisers operate, offering cutting-edge solutions to streamline their…
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The importance of early financial education and how advisers can help
Written by Kristen Cunliffe DipPFS CeFC, Director at Red Star Education At some point or another, every part of our lives will…
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Advice market ‘state of flux’, will widen the advice gap, AKG says
The state of flux in the advice market will mean the advice gap widening in the short-term as firms grapple with pressing…
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How AI technology will impact the Evolving Advice Journey
By Jayne Brown and Richard Shearwood, consultants at Simplify Consulting Artificial Intelligence (AI) is being adopted across a wide breadth of industries…
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Evelyn Partners continues expansion of Bristol financial planning team with three experienced hires
Evelyn Partners, the leading integrated wealth management and professional services group, has bolstered its Bristol financial planning team by making three experienced…
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Why ongoing professional development in financial services is vital: latest blog from Michelle Hoskin
As advisers and owners of advice businesses start to consider development plans for 2024, Michelle Hoskin, CEO and Founder of Standards International, has…
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91% advisers concerned about losing assets in Great Wealth Transfer
The vast majority of financial advisers surveyed (91%) are concerned about losing assets in the ‘Great Wealth Transfer’ when trillions of pounds…
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Just Group announces £32m buy-in with Air France (UK) Pension Scheme
Just Group has completed a buy-in transaction for the Trustees of the Air France (UK) Pension Scheme (“the Scheme”), covering approximately £32m…
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Defaqto releases integration with Plannr’s CRM system
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has announced its integration with new fintech challenger Plannr is…
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Evelyn Partners expands into Tunbridge Wells with the acquisition of Creaseys Group Limited
Deal will expand the firm’s professional services presence in the South East of England Evelyn Partners, the leading wealth management and professional…
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