Fixed Income in the News
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FOLK2FOLK loses CEO
CEO Jane Dumeresque is to leave P2P lending platform FOLK2FOLK this month. In a statement from FOLK2FOLK, no reason was given…
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Developing profitable introducer relationships for your financial planning business – Matt Anderson, The Referrals Academy.
Leveraging the networks of other quality professionals to generate new business is still a relatively underutilised strategy by most IFAs and…
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Times like these – adviser recruitment in 2017. Steve Preston, Heat Recruitment
As we head into the final quarter of the year, when it comes to adviser recruitment things are looking up for IFAs.…
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Platform due diligence – Mark Polson with the dos and don’ts of getting this process right
How can you make sure you have constructed a robust process within your financial planning business for platform due diligence? Mark Polson…
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“If you break it you own it…”Mike Mount, of JM Finn, gives an alternative view about the benefits for advisers and their clients of outsourcing the investment management process
Setting up and running an in-house investment proposition, whether on an advisory or discretionary basis, is a lot of spadework. Practical considerations…
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Transition planning; why it is the marriage that really matters – and not just the wedding
Louise Jeffreys, Managing Director at Gunner & Co., suggests that building a lasting, trust-based relationship with your business buyer is just as…
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The adviser’s guide to digital marketing #5 – Sam Turner on how to get online reviews and put them to best use
The final instalment in a five part series on improving your digital marketing, by Sam Turner of ClientsFirst Online reviews – what…
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Summertime Blues – Which way will equity markets be heading? Brian Tora voices concerns
Which way will equity markets be heading? Brian Tora finds it hard to be downright pessimistic as he considers the uncertainties ahead,…
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What’s your motivation? Practical thinking and tips from Brett Davidson in his Better Business column
Motivation is a tricky subject. There’s lots written about it and much of the advice implies that if you just set a…
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FCA’s projection rates for investment firms
Friday’s consultation paper from FCA on the projection rates used by investment firms when showing customers what their money might be worth…
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