Long read
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The Consumer Duty rules – where have we got to? Analysis from Compliance Consultant, Tony Catt
With the integration of the FCA’s Consumer Duty Rules just a few short weeks away, Compliance Consultant, Tony Catt, reminds…
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Help for borrowers struggling with their mortgage payments is being kept “under review” – Should the Government step in?
Help for borrowers struggling with their mortgage payments is being kept “under review”, according to cabinet minister Michael Gove, yesterday. With average…
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Diversification and optimisation
GBI sat down recently with Nick French CDO at Blackfinch to talk about why he is passionate about helping advisers build value…
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How do Collective Defined Contribution pensions work and are they here to stay?
Written by Shaun Robson, Head of Wealth Planning and Partner at Killik & Co In April, The Pensions Regulator authorised the Royal…
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Treasury Committee report attempting to wipe out crypto in the UK?
Written by Zoe Wyatt, Partner and Head of Crypto and Digital Assets and Dion Seymour, Crypto & Digital Assets Technical Director with…
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Advisers WILL be replaced by generative AI/ChatGPT but not those that embrace it says AdviceBridge
So, how will generative AI impact wealth management? Some have sighted research from reputable consultancies whilst others have stamped their feet and…
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Labour repeats call to reverse LTA abolishment and introduce targeted carve-out exclusively for NHS doctors
Rachel Vahey, AJ Bell head of policy development comments on Labours call to reverse LTA abolishment. She said: “This feels very much…
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Readying for Consumer Duty: How do tax-efficient investments fit into the big picture?
Register now >> For professional advisers and paraplanners only. Not to be relied upon by retail investors. Article by Jessica Franks, Head…
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Brokers urged to “make it happen” with mortgage clinics
National brokerage Just Mortgages is encouraging brokers to integrate into their local communities and host mortgage clinics, with a full suite of…
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US rates on hold as Fed pauses hikes – for now: investment experts react
Following the news from the US FOMC that the Fed will be keeping interest rates in the 5.00 to 5.25% range, as…

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