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Winners of CISI Financial Planning Awards 2025 revealed
The CISI announces the winners of the 2025 Financial Planning Awards, celebrating excellence across top professionals, paraplanners, firms, and future industry leaders.…
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From assumptions to acquisition: How advisers are turning feedback into a growth engine | Emily Wastie, VouchedFor
Emily Wastie, Head of Firms at VouchedFor, explains how client feedback is transforming advisory businesses. Firms are using insights from prospects and…
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Cancer patients hit with nearly £10,000 a year in hidden costs
Research by the insurer Zurich UK found that one in three (30%) cancer patients have had to draw on their savings to…
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Market Report: Stock markets hold the high ground as US shut down drags on
Stocks held firm as the US shutdown dragged on, with the FTSE higher at the open. Wall Street hit new highs on…
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AI isn’t the threat; ignoring it is | Karen Barrett, Unbiased
Karen Barrett, founder and CEO of Unbiased, examines how digital automation and AI are transforming financial advice. She notes that while advisers…
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Moneyfacts: Loyalty costs savers as top rates dip
Falling bond rates and sticky inflation mean savers who stay loyal risk missing out on the most competitive returns. Moneyfactscompare.co.uk reveals the state of…
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Hargreaves Lansdown reaches two million clients and record AUA
Hargreaves Lansdown has reached two million active clients, marking a major milestone eight years after it celebrated its first million in 2017.…
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Why building an adviser business is all about selling a need | Katie Brinsden, Truly Independent
Katie Brinsden of Truly Independent argues that investors’ £2bn August exodus from equity funds, along with record bond redemptions and the first…
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Investors pull £1.8bn from funds in August as caution widens
Retail investors pulled nearly £2bn from equity funds in August, IA data shows, while government bond funds saw record redemptions. Hargreaves Lansdown’s…
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6 easy first steps to client acquisition | Damian Davies, The Timebank
Damian Davies, founder of The Timebank, shares six practical steps advisers can take to attract new clients and grow their businesses. Drawing…
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