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Today’s News
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The risk of risk-profiling – part two of Keith Robertson’s in-depth analysis
The assessment of risk is fundamental to advisers and planners in their quest to ensure that clients benefit…
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Better Business – Brett Davidson asks whether you are taking your own advice?
When you are leading a very busy life, it is often difficult to fit in everything you want…
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The eye of the tiger – Brian Tora looks at Emerging Markets
Emerging market funds were amongst the outperformers in 2016, but what does the future look like for investment…
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Five common myths about selling your financial planning business
The world of mergers & acquisitions (M&A) is as complex as it is varied, where everyone has a…
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PFS graduation pictures
The biannual graduation held by The Personal Finance Society (PFS) took place last Friday at Chartered Insurance Institute’s Great…
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Most successful VCT offers
Last week we revealed how VCTs enjoyed the second highest fund raising year on record (the total…
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French Election: “Le Pen will almost certainly be defeated in two weeks time, and equities can continue to rally going into 2018 as non-existential risks can be absorbed.”
Timothy Graf, head of macro strategy EMEA, for State Street Global Markets, and Bill Street, head of investments…
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PFS biannual graduation takes place today
The biannual graduation held by The Personal Finance Society (PFS) takes place today at Chartered Insurance Institute’s Great…
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Open wide: dentist turned IFA wins the vouchers
Here’s a picture of an IFA who took part in our recent survey and won the vouchers. Andrew…
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20% retirement premium for LGBTIs
Elders within the LGBTI community are having to pay an average 20% retirement ‘premium’ that straight people do…
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