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Professional Adviser

Professional Adviser

Professional Adviser provides cutting-edge content including news, analysis and thought leadership to an audience of thousands of financial advisers.

Articles by Professional Adviser

UK

Fund Focus: Axa's Richard Marwood on why ethically screened funds perform 'differently'

Axa's Richard Marwood on why ethically screened funds perform differently

clock 20 November 2014 • 4 min read

Industry voice

Industry Voice: Implications and solutions resulting from Budget 2014

With the unprecedented Budget changes heralding new investment avenues for retirees, how can advisers pick the right solutions for their clients?

clock 11 November 2014 • 6 min read

Investment

Where did the smart money go in August?

Where did the smart money go in August?

clock 17 September 2014 •

Industry voice

Industry Voice: Do you use these marketing techniques to promote your business effectively?

In today's competitive environment, it can be hard to make your business stand out. But by using effective marketing techniques, your business can maximise its potential to attract new business and retain current clients, relatively easily.

clock 09 September 2014 • 5 min read

Industry voice

Industry Voice: Digital tools and techniques to maximise your business' potential

Maximise your business' potential by utilising digital tools to reach more potential clients. Through embracing digital, you can market your business more efficiently and effectively to new and existing clients.

clock 01 September 2014 • 5 min read

Industry voice

Industry Voice: Mythbusters! The top ten equity release myths

Equity release has come of age. Advisers and providers alike are nothing if not familiar with the stringent regulation surrounding the modern generation of equity release products and the increasingly flexible range of options they offer.

clock 20 June 2014 • 4 min read

Industry voice

Industry Voice: A Budget for equity release?

When one door closes, another one opens. An old adage, but a true one.

clock 10 June 2014 • 3 min read

Industry voice

Industry Voice: Equity release - providing more meat for the sandwich generation?

Demand for equity release products is continuing to grow - this is one thing which advisers involved in the market are very much agreed on.

clock 29 May 2014 • 3 min read
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