Fixed Income in the News
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How soon is now? Tomorrow’s pensioners are facing an increasingly tough task in funding a decent standard of living in retirement. Richard Harvey voices concerns that the problems are just not being properly addressed.
You would have thought that all the time and money poured into encouraging younger people to save for retirement would, by now,…
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Better Business – less is more. Brett Davidson on how to ask great questions and refine your listening skills
Everyone knows that the secret to being a great adviser is to have excellent listening skills. That means the client does most…
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Dangerous times – Brian Tora considers whether there are investment lessons to be learned from the past as he confesses to finding the current scenario hard to read
October can be a tricky month for investors. The Great Wall Street Crash of 1929 took place in October. Black Monday,…
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The rise and rise of paraplanning – the first in a two part series looking at the role of the paraplanner
In the first of a two part series looking at the role of the paraplanner, Sue Whitbread looks at how effective integration…
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And Breathe… Michael Wilson ponders shrinking dividend cover and Brexternalities
Every now and then, this old fundamentalist spots something that makes him put down his early morning coffee cup and rub his…
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Never say never again. You think subprime lending has learned its lesson from the noughties banking crisis? Maybe, and maybe not, says Michael Wilson
What’s the one thing we all know about the 2008 financial crisis? Correct, it started when a bunch of major banks…
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Compliance – not regulated – really? Compliance expert, Tony Catt, considers the issues.
Advisers operate in a world where regulation is king, but should the compliance function be regulated too? With the Senior Managers and…
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Be effective in getting referrals – part 3 in our series from Matt Anderson, The Referrals Academy
This is the third and final article in his series for IFA Magazine aimed at improving your success at getting referrals. In…
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Cashflow modelling – Jon Rolfe of Epoch Wealth Management asks are you making the most of it?
Jon Rolfe, Co-Founder & Partner of Epoch Wealth Management and CEO of i4C Cashflow Software, puts forward a practical case in arguing…
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YFM invests in 4net
Specialist private equity fund manager YFM Equity Partners has invested in the £9m transaction into 4net Technologies. The money will be…
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