Exclusives
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Global Markets, Sentiment Shifts, and Smarter Investing – with Charles Younes, FE fundinfo
In a world where markets seem to pivot on headlines and political rhetoric, staying ahead of the curve is no easy feat.…
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Why holding too much cash could be costing more than you think, according to AJ Bell’s Laura Suter
Cash savings feel safe. That’s the main reason so many people default to them, even when history shows that investing provides significantly…
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AI show down: Is ChatGPT or Copilot the better adviser’s assistant?
AI is rapidly transforming financial services, with tools like ChatGPT and Copilot promising to streamline processes, improve insights, and enhance efficiency. But…
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Guest insight | FCA’s record-breaking year of fines: how can companies stay compliant?
With FCA fines soaring to a record £176 million in 2024—a staggering 230% increase from the previous year—financial firms face mounting pressure…
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Brooks Macdonald launches global MPS – broader horizons, broader choice
Neil Cowell, Distribution Director, at Brooks Macdonald, explains why they have launched Global MPS – a solution that’s designed to give you,…
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The democratisation of finance: Novia Global’s Linda Johnstone asks which platform deserves your vote?
The concept of democracy extends beyond politics—it is reshaping financial services too. Investment platforms should be at the forefront of this shift,…
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The three Rs of investing: Truly Independent’s Katie Brinsden offers a lesson for another volatile year
As we brace ourselves for ‘Liberation’ Day US tariff announcements later today, market turbulence looks set to continue. In these uncertain times,…
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Why AI is the future of client reporting for advisers | Collidr’s Patrick Jones explains
AI-driven tools can automate performance reporting, market commentaries, and client reviews—saving time, reducing costs, and enhancing the client experience. In the following…
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TYE 2025: EISA’s Christiana Stewart-Lockhart on unlocking the power of EIS and SEIS for clients
Our exclusive interview with EISA’s Christiana Stewart-Lockhart acts as a stark reminder as to how advisers can maximise tax efficiency for clients…
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Unlocking global wealth: how IFAs can support clients with international financial planning
The world is more mobile than ever. As digital lifestyles and cross-border business activities become the norm, financial planning has evolved from…
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