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  • Home
  • Feature

Feature

Adviser tips

Read my lips: How to hone your presentation skills

This week's PA Masterclass looks at presentation skills

clock 24 February 2014 •

Equities

What is 'balanced' to you? Advisers split on ingredients for balanced portfolios

What ingredients should make up a balanced portfolio? A simple question, with no simple answer, as Laura Miller finds out...

clock 21 February 2014 •

Your profession

Quick Quiz of the week's news

How much do you remember from the last seven days in financial services?

clock 21 February 2014 •

Tax Planning

Tax year-end planning: Leave no stone unturned

PA gets technical with some in-depth analysis of CGT exemptions

clock 21 February 2014 •

Adviser tips

One-way ticket: What you need to know about advising overseas

Advice for the adviser who is upping sticks and moving abroad

clock 20 February 2014 •

Income

Income drawdown: Putting the right advice process in place

Income drawdown is growing in popularity. Vince Smith-Hughes looks at the process advisers should adopt when advising in this area.

clock 20 February 2014 • 6 min read

Income

Inquiry: Advice challenges in the annuity market

This month's Retirement Planner Inquiry highlights the challenges advisers face when navigating the annuity market.

clock 20 February 2014 • 4 min read

Regulation

Adapt and survive: Advice firms embrace change as pressures grow

What’s driving advisers to change the way they work?

clock 20 February 2014 •

Fixed Income

Where did the smart money go in January?

The new year brought a swing back to bond funds

clock 20 February 2014 •

Equities

Turning Japanese: The future looks bright in the Land of the Rising Sun

Recent negative outflows shouldn't put investors off Japan

clock 20 February 2014 • 5 min read
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