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News

PA360: Driving down cost does not demonstrate value

Tax planning

PA360: Driving down cost does not demonstrate value

Proper alignment of tax wrappers lauded as an example of value

clock 28 April 2023 • 2 min read
PA Awards 2023: Winners' photo gallery from the night!

Industry

PA Awards 2023: Winners' photo gallery from the night!

The industry's best were celebrated in a glittering ceremony on 25 April

clock 28 April 2023 • 1 min read
Close to half of clients confirm they prefer virtual consultations

Technology

Close to half of clients confirm they prefer virtual consultations

Virtual meetings are likely to remain an important channel for advisers

clock 28 April 2023 • 2 min read
PA360: Diversification essential for navigating recessionary conditions

Investment

PA360: Diversification essential for navigating recessionary conditions

LGIM currently places only a 20% probability of a soft landing

clock 27 April 2023 • 4 min read
AJ Bell calls for radical ISA overhaul to encourage saving

ISAs

AJ Bell calls for radical ISA overhaul to encourage saving

Call to simplify tax-free investment products to boost retirement savings

clock 27 April 2023 • 3 min read
PA Awards 2023: Meet the Best Financial Advisers to Work For

Your Business

PA Awards 2023: Meet the Best Financial Advisers to Work For

Identifying, recognising and honouring the best places of employment

clock 27 April 2023 • 2 min read
Clients demand customisation in investment reporting

Ratings, Research & Risk

Clients demand customisation in investment reporting

Clients increasingly requesting the ability to customise how they view their reporting

clock 27 April 2023 • 1 min read
FCA: Gaudi 'in administration' same day as SIPP sale

Pensions

FCA: Gaudi 'in administration' same day as SIPP sale

Comes the same day as it sold its £1bn strong SIPP business

clock 27 April 2023 • 1 min read
PA360: 'Not sustainable' for advisers to use just one platform

Wrap/platforms

PA360: 'Not sustainable' for advisers to use just one platform

More due diligence needed across multiple platforms

clock 27 April 2023 • 2 min read
PA360: Advisers reveal how they attract and retain talent

Your Business

PA360: Advisers reveal how they attract and retain talent

Transparency, community and mentorship help advisers thrive

clock 27 April 2023 • 4 min read
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