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Opinion

AI and advice: A love letter to the future

Technology

AI and advice: A love letter to the future

'Capability arrives quickly, whereas judgement tends to lag behind'

clock 23 January 2026 • 4 min read
Ten differences between 'selling' protection – and giving expert protection advice

Protection

Ten differences between 'selling' protection – and giving expert protection advice

‘Protection advice is about people, not policies’

clock 22 January 2026 • 4 min read
Chris Justham: All I know about love and the next 12 months

Investment

Chris Justham: All I know about love and the next 12 months

'There's power in admitting that you don't know'

clock 22 January 2026 • 2 min read
Ian Lowes: Why autocall structured products deserve mainstream recognition

Structured Products

Ian Lowes: Why autocall structured products deserve mainstream recognition

After decades of resilience

clock 21 January 2026 • 4 min read
Seven overlooked money-saving tips to share with small business owner clients

Your Business

Seven overlooked money-saving tips to share with small business owner clients

SME owners felt the squeeze during 2025

clock 21 January 2026 • 5 min read
Why the smartest planning firms outsource investment management

DFM & Model Portfolios

Why the smartest planning firms outsource investment management

'The firms that thrive over the next decade will not be the ones doing everything'

clock 20 January 2026 • 4 min read
Three communications surveillance gaps that cost mid-sized financial firms

Your Business

Three communications surveillance gaps that cost mid-sized financial firms

What mid-sized firms should demand from surveillance technology

clock 20 January 2026 • 3 min read
Will IHT reforms trigger a pension scam epidemic?

Tax planning

Will IHT reforms trigger a pension scam epidemic?

'People feel that they can trust what they see on social media'

clock 20 January 2026 • 4 min read
Why advisers should rethink their tax planning approach as VCT reliefs change

VCTs / EIS

Why advisers should rethink their tax planning approach as VCT reliefs change

And why it is not difficult

clock 19 January 2026 • 5 min read
Scaling financial planning firms: Ownership, accountability and continuous refinement

Technology

Scaling financial planning firms: Ownership, accountability and continuous refinement

True efficiency starts with adoption not accumulation

clock 19 January 2026 • 4 min read
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