Investments
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The risk of risk-profiling -part one. Keith Robertson sounds a warning bell
The assessment of risk is fundamental to advisers and planners in their quest to ensure that clients benefit from effective, appropriate portfolio…
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Half full, half empty? Michael Wilson considers the prospects for pre-Brexit Britain.
Another foaming pint of Olde Wallop for Michael Wilson, Editor-in-Chief of IFA Magazine, as he looks at the prospects for pre-Brexit Britain…
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Adviser Spotlight – Julie Lord and Gretchen Betts, Magenta Financial Planning
In this popular monthly feature, IFA Magazine talks to leading advisers about what’s working well in their financial planning businesses. This month…
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Better Business – Don’t forget the power of small wins argues Brett Davidson of FP Advance.
Small wins lead to victory Being a great adviser is about a whole lot more than being technically strong and giving your…
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Eastern promise – what lies ahead for markets in Japan, China and India? Brian Tora considers the threats and opportunities.
Investors in the Far East have generally been well rewarded over the last year, but are there problems ahead for markets in…
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Success through acquisition – a case study. Mazars Financial Planning
Mergers and acquisitions continue to stir up interest amongst financial planners and advisers, who have been witness to dynamic changes in the…
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Rebel Yell: contrary to popular opinion, boomers and Generation X do not have things all their own way, says Richard Harvey. They have their own problems – and those include supporting the needs of Generation Y.
With the FCA announcing that some 85,000 interest-only mortgages will mature this year, with a similar number in 2018, those IFAs canny…
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Career opportunities from Heat Recruitment
Heat Recruitment have the following opportunities for financial advice professionals. For more details of these and hundreds of other vacancies too call…
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Volatility one of the biggest drivers of fixed income returns this year
One of the key conclusions of BNY Mellon’s Fixed Income Markets in 2017 report is that political risk, and consequentially volatility, is…
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Modern distribution models
In the age of increasing regulatory and administrative burdens, it can be tempting for advisers to focus on one distribution channel to…
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