Exclusives
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Stephens: How will M&A transform the asset management industry in 2025?
The asset management industry is in the midst of a significant transformation. Fee pressure, regulatory demands, and technological shifts are reshaping the…
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The AI paradigm shift: How AI is fundamentally redefining business operations, competition, and growth
As AI accelerates from niche innovation to foundational infrastructure, financial advisers must understand the transformative impact this technology is having across industries…
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How client listening can fuel business development for professional services firms
In the following insight, Paul Roberts, CEO of MyCustomerLens, explores how new methods of AI-driven client listening can fuel business development, but…
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How platforms can help soothe the nerves of advisers and their clients | Guest insight from Novia Global’s Linda Johnstone
In a climate of persistent market uncertainty and negative headlines, Linda Johnstone, Head of Investment Proposition at Novia Global, explores how platforms…
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Legal lens: What does the government’s intervention in the pensions market mean for advisers?
As the government unveils its latest proposals for reforming defined contribution and defined benefit pensions, financial advisers face a shifting landscape. Rachael…
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Modernising Wills Law: Legal expert explains what financial advisers need to know about these important changes
As the Law Commission unveils landmark proposals to bring Victorian-era Wills law into the 21st century, Tamasin Perkins (pictured), Partner at international…
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Is the CISI’s gold standard Certified Financial Planner™designation worth the climb? We hear from four financial professionals who have gone for gold…
When it comes to carving out a successful career in financial planning, there are several professional qualifications to choose from. But ask…
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Quilter Cheviot: Family funds and long-term wealth strategies
Authors: David Denton and Andrew Wilson from Quilter Cheviot As we face the ‘Great Wealth Transfer’—the largest generational wealth shift in history—and…
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Opinion: Marlborough’s Chand Lall suggests five reasons to believe UK equities are truly back on track
For years, UK equities have watched enviously as their US cousins partied on without them. But has the music finally stopped across…
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Investment as a test of faith: Fiske’s Tony Conway draws parallels between investing and a long-distance trek
As he treks nearly 2,000 kilometres along the ancient Via Francigena, Tony Conway, Investment Manager at Fiske, draws timely parallels between the…
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