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Charles Stanley makes its range of managed portfolios available to advisers
Charles Stanley has made its range of managed portfolios available to advisers via the 7IM platform. A total…
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Buying an IFA business – what does the process look like?
If you’re considering expansion through acquisition of another financial planning business, you’ll find this a useful summary of…
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Communicating the client experience #2: Ongoing communications between reviews
This is the second in a series of articles from Jon Pittham, Managing Director at ClientsFirst, aimed at…
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Tilney appoints Group Chief Financial Officer
Tilney, the UK wealth management group, has appointed Andrew Baddeley as Group Chief Financial Officer. The appointment is subject…
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Seneca further reduces equity holdings
Seneca Investment Managers has further reduced its equity holdings as the investment cycle reaches inflection point. Peter…
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YFM Equity Partners backs £10m MBO of DSP
YFM Equity Partners, the specialist private equity fund manager, has backed the MBO of DSP Database Managed…
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Over half of UK businesses braced for revenue drop due to Brexit next year
Over half of UK businesses believe Brexit will trigger a drop in revenue in 2019. The is…
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Weekend press review: the changing face of robo-advice
Writing in the Financial Mail on Sunday, Jeff Prestridge says savers will be delighted by last week’s summer…
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Interest rates: “So, on one level the anticipated move is a sign that we are slowly leaving the legacy of that period behind.”
Russell Silberston, Head of Multi-Asset Absolute Return, Investec Asset Management: “Whist sounding modest, today’s 0.25% rise to 0.75% will…
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Interest rates: “The reliable boyfriend delivers on rate expectation
Ben Brettell, Senior Economist, Hargreaves Lansdown: “The Bank had backed itself into a corner this month, with markets…
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