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opinion

65 years in advice: John Lamb Hill Oldridge's major milestone

Companies

65 years in advice: John Lamb Hill Oldridge's major milestone

'The underlying premise for what we do hasn't changed'

clock 18 November 2024 • 4 min read
Platform due diligence: A comprehensive approach

Wrap/platforms

Platform due diligence: A comprehensive approach

Due diligence is more than best practice it is ‘fundamental'

clock 18 November 2024 • 4 min read
Don't panic! Call for calm after Budget pensions IHT change

Tax planning

Don't panic! Call for calm after Budget pensions IHT change

Lisa Webster calls for a calm response to the IHT changes announced in the Budget earlier this month...

clock 14 November 2024 • 3 min read
Why the lead-up to the Budget may have been worse than the Budget itself

Economics / Markets

Why the lead-up to the Budget may have been worse than the Budget itself

What Rachel Reeves and Dr Evil have in common

clock 13 November 2024 • 4 min read
Is 'paraplanner' still the right title in a post-AI world?

Your Business

Is 'paraplanner' still the right title in a post-AI world?

‘In reality, paraplanners are essential collaborators, not mere assistants’

clock 13 November 2024 • 4 min read
Working out a client's income needs during a divorce

Your profession

Working out a client's income needs during a divorce

Advisers can play a crucial role in the preperation of Form E

clock 11 November 2024 • 4 min read
Everything advisers need to know about non-court dispute resolution

Your profession

Everything advisers need to know about non-court dispute resolution

Non-court dispute resolution can be more cost-effective and efficient

clock 07 November 2024 • 4 min read
What will the FCA's AI Lab mean for the wealth management industry?

Technology

What will the FCA's AI Lab mean for the wealth management industry?

Risk comes in how and where AI is deployed by wealth managers

clock 06 November 2024 • 4 min read
'Advice is on the brink of a tech-driven revolution'

Technology

'Advice is on the brink of a tech-driven revolution'

It’s advisers - armed with empathy and innovation - who will lead the charge

clock 04 November 2024 • 3 min read
Rio Stedford: Tackling lack of representation in financial services

Your profession

Rio Stedford: Tackling lack of representation in financial services

'Celebrate your wins openly, and remember, success is not a solo journey'

clock 04 November 2024 • 4 min read
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