Exclusives
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Why building an adviser business is all about selling a need | Katie Brinsden, Truly Independent
Katie Brinsden of Truly Independent argues that investors’ £2bn August exodus from equity funds, along with record bond redemptions and the first…
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6 easy first steps to client acquisition | Damian Davies, The Timebank
Damian Davies, founder of The Timebank, shares six practical steps advisers can take to attract new clients and grow their businesses. Drawing…
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Consumer Duty two years on: Consumer understanding outcome drives creative thinking | Chris Jones, Dynamic Planner
Two years after its introduction, Consumer Duty continues to reshape how firms engage with clients. In this instalment, Dynamic Planner’s Chris Jones…
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Do you want good companies or good investments? | Josh Passmore, Artemis
Josh Passmore at Artemis highlights a turning point for US “quality growth” stocks. With many of the famed Magnificent Seven struggling to…
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Luxury Engagements, luxury weddings, and… luxury divorces? Legal insight for advisers on supporting UHNW clients
Recent news of celebrity engagements – including that of Taylor Swift’s engagement to Travis Kelce – shines a spotlight on the intertwining…
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Net gains: a tennis lesson for investing in unfamiliar markets | Gabriel Sacks, Aberdeen
Gabriel Sacks, Co-Manager of abrdn Asia Focus plc, explores how discipline and resilience are essential for investing in Asia, where volatility often…
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Income Protection Action Week: building resilience in uncertain times
In this piece, Mike Farrell, Protection Sales & Marketing Director at LV=, reflects on the steady rise in IP uptake and the…
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Income Protection Action Week: growing the protection market
Alan Waddington, Distribution Director at Cirencester Friendly, reflects on the rising importance of income protection in today’s climate. With financial pressures mounting,…
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Income Protection Action Week: the critical role of cover during a cancer journey
As Income Protection Awareness Week draws to a close, the spotlight turns to the role of income protection in the cancer journey,…
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Why more large UK corporates are switching from PMI to healthcare trusts – Healix Health
Written by Ian Talbot, CEO at Healix Health A rising number of large corporate healthcare subscriptions, that’s companies with more than 250 employees,…
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