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Paraplanners harness AI to counter rising regulation pressures
As regulatory pressures mount and workloads rise, paraplanners are meeting the challenge head-on by harnessing AI and digital…
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Long-term thinking in a short-term world: the value of capital market assumptions in multi-asset portfolios, with Scottish Widows
In a world where headlines often drive short-term market reactions, staying focused on long-term investment goals can be…
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Nationwide announces extension to Branch Promise to 2030 while other banks shut doors
Nationwide has announced that it will continue to keep every one of its 696 Nationwide and Virgin Money…
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Platforms, innovation and the need for “exquisite balance” to deliver what clients really want
As investment platforms face near-constant technological change, advisers and clients alike demand progress that is both cutting-edge and…
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Lenders drive down the cost of low deposit mortgages finds Moneyfacts
Moneyfacts latest UK Mortgage Trends Treasury Report data reveals the average two-year fixed rates at 95% and 90%…
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Why the future of advice depends on who we train today. Guest insight from Hoxton Wealth CEO, Chris Ball
As the UK advice profession faces a growing talent and succession crisis, firms can no longer rely on…
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Probate delays still forcing charities to sell assets and cut services
Senior charity executives have warned that almost nine in 10 charities (87%) are being forced to sell assets…
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Savers urged to lock in top rates before cuts hit
With high inflation and possible base rate cuts ahead, savers could miss out on the best returns if…
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COP30: bringing private capital and AI into the climate fight
With COP30 underway, private capital is set to play a pivotal role in mobilising the $1.3 trillion a…
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Dynamic Planner unveils 2028 vision for ‘unlocking trusted advice at scale’ at TISA Annual Conference
Dynamic Planner, the UK’s leading digital advice platform, today sets out its vision for the future of advice…
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