Exclusives
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Dynamic Planner’s Head Actuary, Steph Willcox explains how you can rise to the challenge of retirement income advice
When the FCA published its thematic review of retirement income advice in March 2024, it caused a bit of a stir across…
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Richard Hulbert, Insight Consultant at Defaqto, explains the momentous changes proposed for pensions
The government is not short of ideas on how pensions could be changed to meet their needs, whether they meet the needs…
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The AI imperative in asset management: FE fundinfo’s Adam Graham explains why operational readiness comes first
As AI continues to dominate strategic conversations across the investment sector, the reality for many asset managers is that operational fragmentation, legacy…
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Here’s how to navigate the PI insurance cycle and why chasing cheap premiums can often backfire
Written by Jonathan Newell CEO & Founder of BareRock Limited After 30 years in the Professional Indemnity Insurance (PII) market, I would…
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Analyzing the Law Commission’s proposed wills reforms: a private client perspective from Russell-Cooke
Written by Angharad Lynn, Partner in the Private Client team at law firm Russell Cooke. An English Will in 2025 differs only…
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Adviser insight: You couldn’t make it up – but AI just did | Truly Independent’s Katie Brinsden warns of the risks of the wrong tech
When a piece of “cutting-edge” AI adviser tech starts obsessing over personal grooming and cat furballs, it’s time to ask: are we…
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Is AIM over the hill at 30? Don’t make me laugh, says Marlborough’s Santa Barbara
As we celebrate the 30th anniversary of the Alternative Investment Market (AIM) today, Eustace Santa Barbara, co-manager of the IFSL Marlborough Special…
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AI adoption and workplace culture: why empowerment, not just efficiency, is the real opportunity
When we talk about AI in the workplace, the conversation often jumps straight to cost savings and job cuts. But what if…
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Nick Adams, co-founder of adeus explains why it’s time for advisers to rethink legacy planning and wills in the digital age
Let’s face it, wills and legacy planning don’t usually spark the most upbeat conversations. For many clients, it’s something they know they…
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Linda Johnstone, Head of Investment Proposition at Novia Global explains how advisers can help clients manage investor anxiety
Let’s face it, market volatility has been giving everyone whiplash lately. From geopolitical shocks to economic uncertainty, there’s been no shortage of…
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