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Opinion

Staying on top of value assessments under Consumer Duty

Consumer Duty

Staying on top of value assessments under Consumer Duty

The challenge comes via the subjective nature of the term 'value'

clock 13 July 2023 • 4 min read
Why it is time to take a long look at the pension tax regime

Pensions

Why it is time to take a long look at the pension tax regime

What behaviours are we trying to encourage with any tax changes?

clock 12 July 2023 • 6 min read
The Laffer Principle: Why it's no laughing matter

Tax planning

The Laffer Principle: Why it's no laughing matter

'A theory that adds a dash of intrigue to the mix'

clock 11 July 2023 • 3 min read
Complex outlook: Is Asia still attractive when China is slowing?

Investment

Complex outlook: Is Asia still attractive when China is slowing?

Managers 'not bracing for catastrophe... yet'

clock 11 July 2023 • 4 min read
Four business benefits of generative AI in wealth management

Technology

Four business benefits of generative AI in wealth management

GPTs can help wealth managers navigate complex regulations

clock 10 July 2023 • 5 min read
Stronger together: The work of The Verve Foundation

Your profession

Stronger together: The work of The Verve Foundation

We Are Change has received more than 1,000 applications

clock 07 July 2023 • 4 min read
The pros and cons of earmarking assets within a SSAS

Pensions

The pros and cons of earmarking assets within a SSAS

Absolutely critical that asset earmarking is documented

clock 07 July 2023 • 3 min read
Consumer Duty and protection: Three things advisers need to know

Consumer Duty

Consumer Duty and protection: Three things advisers need to know

Consumer Duty deadline of 31 July is on the horizon

clock 06 July 2023 • 3 min read
What business owners should know about shareholder buybacks

Your Business

What business owners should know about shareholder buybacks

Shareholders can exit businesses in a straightforward way

clock 06 July 2023 • 4 min read
Consumer Duty looms large: Seven reasons not to panic

Consumer Duty

Consumer Duty looms large: Seven reasons not to panic

This isn't a case of: ‘So long, and thanks for all the fish'

clock 04 July 2023 • 5 min read
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