Investments
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Adviser Spotlight; Adam Carolan on building the next generation of financial planners
In this popular monthly feature, Sue Whitbread talks to Adam Carolan about his passion for financial planning and how he is supporting the…
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This year, next year, some time, never? Mike Wilson looks at the US market
If there’s one thing that the last 90 days have taught us, it’s that nothing lasts forever where President Donald J Trump…
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The risk of risk-profiling – part two of Keith Robertson’s in-depth analysis
The assessment of risk is fundamental to advisers and planners in their quest to ensure that clients benefit from effective and appropriate…
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Better Business – Brett Davidson asks whether you are taking your own advice?
When you are leading a very busy life, it is often difficult to fit in everything you want to do. Brett Davidson…
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The eye of the tiger – Brian Tora looks at Emerging Markets
Emerging market funds were amongst the outperformers in 2016, but what does the future look like for investment in this dynamic asset…
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Five common myths about selling your financial planning business
The world of mergers & acquisitions (M&A) is as complex as it is varied, where everyone has a story of how best…
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PFS graduation pictures
The biannual graduation held by The Personal Finance Society (PFS) took place last Friday at Chartered Insurance Institute’s Great Hall in London. The…
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British investors feeling confident and with greater risk appetite
New research suggests that post-Brexit British investors currently have a greater risk appetite and are seeking fresh investment angles. What’s more,…
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General Election 2017: “This is a shrewd political move by Theresa May…”
Richard Pike, Phoebus Software sales and marketing director, says “This is a shrewd political move by Theresa May, which will be good…
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Snap General Election: “With a weak opposition Theresa May will undoubtedly win…”
John Phillips, Just Mortgages and SpicerHaart group operations directors, said: “The forthcoming election is great news for the country as it gets…
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