Exclusives
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UK small business owners remain happy and optimistic despite mounting pressures
UK small business owners are operating in a tough economic climate, but new research from VistaPrint suggests a more nuanced picture of…
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Simplifying the route to investment implementation
Alan Easter, chief commercial officer at intelliflo, highlights the growing need for more connected technology across the advice process, warning that fragmented…
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UK local elections: Labour’s reset problem
Michael Browne, global investment strategist at Franklin Templeton Institute, highlights the political and economic pressure facing the government after Labour’s heavy local…
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Patrick Murphy on why operational resilience is becoming a board-level issue for IFAs
In this third article in his series, Patrick Murphy explains why operational resilience is becoming a board-level priority for advice firms, and…
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Dollar headlines sound ominous – but the opportunity set is expanding
Feature brought to you in partnership with Vanguard Negative sentiment around the US dollar has intensified in recent months, fuelling concerns about…
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Five Wealth: Why a multigenerational approach to financial planning matters more than ever
Jordan Wheatley, financial planner at wealth management firm Five Wealth, discusses why a multigenerational approach to planning is key to achieving clients’…
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Strategic bond funds: rebuilding resilience and income in client portfolios
This feature is brought to you in partnership with BNY Investments. Our Q&A with Damien Hill of Insight Investment, a BNY Investments…
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Meeting younger clients earlier: social media’s growing role in protection discovery
Young people are often assumed to be indifferent to life insurance, but the reality is quite the opposite. Around half of 18‑…
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Closing the protection gap starts before advice begins
In the following article, Justin Harper, Chief Marketing Officer at LifeSearch, believes closing the protection gap starts long before advice begins. While…
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Vanguard: is fixed income regaining its place in portfolios?
This feature is brought to you in partnership with Vanguard For advisers and investors alike, the question is no longer whether bonds…
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