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Opinion
Professional Adviser
48 分钟
Opinion
Trump, tariffs and why UK companies can still appeal
Irrespective of who happens to be in power both overseas and at home, Sheldon MacDonald aims to invest in UK companies that ...
Opinion
Professional Adviser
46 分钟
Opinion
Changes to agricultural and business relief explained
The chancellor, in her Autumn Budget announced a whole raft of changes to get the economy growing, some that came in ...
Professional Adviser
1 小时
FOS freezes all case fees and levies amid heightened demand
The Financial Ombudsman Service (FOS) is freezing all case fees and levies for financial firms at a time when demand is ...
Professional Adviser
4 小时
Hoxton Wealth ends 'transformational' year with £2bn AUM
International IFA Hoxton Wealth has ended 2024 by surpassing £2bn in assets under management and reaching a milestone of ...
Professional Adviser
3 小时
Big 'variability' in advice firms' Consumer Duty-driven fee changes
Consumer Duty has driven a chunk of advisers to make changes to their fee model, but the variability of approaches has ...
Opinion
Professional Adviser
3 小时
Opinion
Andrew Goodwin: Human connection is central to both personal and career success
Andrew Goodwin reflects on the seven years since his first advice-focused book was published and says the more things change, ...
Opinion
Professional Adviser
6 小时
Opinion
Why data management could be the key to securing a 'buy and build' exit
Christian Davis explains why businesses that invest in their data infrastructure could broaden their appeal to ‘buy and build ...
Opinion
Professional Adviser
6 小时
Opinion
Pension death tax – fair game?
Budget changes bringing pensions into the scope of IHT represent a new opportunity to showcase the value of professional ...
Professional Adviser
23 小时
FCA calls for acceptance of risk-taking outcomes as industry tackles balance between growth ...
Encouraging greater risk-taking in the financial services industry to foster growth may sometimes attract people “who do not ...
Professional Adviser
1 天
FCA: Expect action on vulnerable client treatment next year
Treatment of vulnerable clients will be a key focus of the Financial Conduct Authority’s (FCA) work in the first half of next ...
Professional Adviser
1 天
'Expensive' AI tools put financial advice at crossroads of caution and innovation
There is a “growing demand” for financial advice amidst limited industry capacity and artificial intelligence (AI) offers an ...
Professional Adviser
1 天
Financial advice at crossroads of caution and innovation with 'expensive' AI tools
There is a “growing demand” for financial advice amidst limited industry capacity and artificial intelligence (AI) offers an ...
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