Exclusives
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How advisers can help clients understand and overcome investor anxiety | Guest insight from Novia Global’s Linda Johnstone
In highly uncertain investment markets like those we’re experiencing right now, client fear can often override logic – but advisers have a…
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Why financial advice is failing under-represented groups – and how we can fix it | Guest insight from Truly Independent’s Cara Robinson
Too many people still regard financial advice as a luxury, not a necessity — and the result is a profession that’s underserving…
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AI—Parnassus Investments’ Todd Ahlsten asks where are we now?
Sharing his latest analysis into AI from an investor’s perspective, Todd Ahlsten, Chief Investment Officer, Parnassus Investments and Portfolio Manager, ABN AMRO…
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How advisers enhance value in a changing protection landscape
Written by Mike Pritchard, Programme Manager (Distribution Quality Management), Retail Protection, L&G As many people face up to high living costs, balancing…
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Stress doesn’t always look like stress: former adviser James Woodfall shares this deeply personal reflection
In high-performance professions like financial planning, stress rarely shows up as drama or breakdowns—it hides in plain sight. In this compelling blog…
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Preparing for the 2026 tax shift : succession planning insights for family businesses from legal expert
As sweeping changes to inheritance tax and business relief loom, succession planning has never been more critical. Stephanie Parish, Partner in Private…
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Teachers’ pension valuation delays: legal expert explains how advisers can help divorcing clients navigate the backlog
Hundreds of teachers have faced life-altering delays in divorce proceedings due to long wait times for pension valuations. With legal action now…
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Family Investment Companies come of age! ~ David Batchelor, Wills & Trusts Partnership Ltd, shares an often overlooked estate and IHT solution
The October Budget turned Inheritance Tax (IHT) on its head. Any client that had an IHT liability probably had it increased significantly…
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Why PMI should be part of an adviser’s toolkit
Written by Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) In today’s financial advice landscape, it’s becoming essential for advisers to deliver…
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Steady hands and clear plans to support clients through financial planning shifts
Whether it’s inheritance tax reform creeping closer, pensions losing their once-sacred place outside the estate, or market ups and downs making clients…
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