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PA360 North 2023

PA360 North: Why advisers should consider defined return funds

Investment

PA360 North: Why advisers should consider defined return funds

‘No free lunch’ in carving out predictability in portfolios

clock 05 October 2023 • 3 min read
PA360 North: Equally strong case for advisers to be bearish and bullish

Investment

PA360 North: Equally strong case for advisers to be bearish and bullish

Mixed macro environment is still leaving room for a recession

clock 05 October 2023 • 1 min read
PA360 North: Advisers 'doing an excellent job' against client cautions

Your profession

PA360 North: Advisers 'doing an excellent job' against client cautions

Reasonably foreseeable harm and battling behavioural biases

clock 05 October 2023 • 1 min read
PA360 North: Smaller advice firms outshine as the most profitable

Your Business

PA360 North: Smaller advice firms outshine as the most profitable

More than 95% of advice firms with one adviser are making a profit

clock 05 October 2023 • 1 min read
PA360 North: Advice firm decline slow despite consolidation

Your profession

PA360 North: Advice firm decline slow despite consolidation

‘There is a small decline in advice firms, but not as quick as you expect’

clock 05 October 2023 • 1 min read
PA360 North: 'Alpha is in the advice' - enhancing predictability

Your profession

PA360 North: 'Alpha is in the advice' - enhancing predictability

For advisers, ‘volatility is a measure of predictability’, Matthew Lamb says

clock 05 October 2023 • 1 min read
PA360 North: IHT uncertainty reaches fever pitch

Tax planning

PA360 North: IHT uncertainty reaches fever pitch

Multitude of tax policy changes on table ahead of general election

clock 04 October 2023 • 3 min read
PA360 North: SLI means wealth accumulators can 'ride out' volatility

Retirement income

PA360 North: SLI means wealth accumulators can 'ride out' volatility

‘SLI can mean sustaining income for the rest of a client’s life’

clock 04 October 2023 • 1 min read
PA360 North: Govt IHT reliance a welcome fire under estate planning

Tax planning

PA360 North: Govt IHT reliance a welcome fire under estate planning

Governments remain ‘unlikely’ to part with the lucrative tax

clock 04 October 2023 • 2 min read
PA360 North: Advisers need to adopt Consumer Duty logically  

Consumer Duty

PA360 North: Advisers need to adopt Consumer Duty logically  

‘A new direction of travel post-Consumer Duty means being practical’

clock 04 October 2023 • 2 min read
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