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Opinion

Swipe right: Matching pensions to dashboard users

Technology

Swipe right: Matching pensions to dashboard users

The challenge of data matching without artificial intelligence

clock 06 March 2023 • 6 min read
Why 20% isn't 20%: Exploring taxation of investment bond gains

Tax planning

Why 20% isn't 20%: Exploring taxation of investment bond gains

Consider both investment internal taxation and investor's tax

clock 06 March 2023 • 5 min read
Editor's View: Liechtensteiner royals in the UK advice market?

Adviser tips

Editor's View: Liechtensteiner royals in the UK advice market?

The editor's Friday Night Takeaway from 3 March

clock 03 March 2023 • 1 min read
What the 'great platform shakeout' means for financial advisers

Platforms

What the 'great platform shakeout' means for financial advisers

Assessing the latest trend of 'adviser-as-platform'

clock 03 March 2023 • 3 min read
Disproportionate burden: Consumer Duty and smaller advice firms

Consumer Duty

Disproportionate burden: Consumer Duty and smaller advice firms

Vast majority of the industry to come under the microscope

clock 02 March 2023 • 4 min read
Divorce in a downturn: Extra issues for couples and their advisers

Your profession

Divorce in a downturn: Extra issues for couples and their advisers

Very unlikely a financial order on divorce will ever be altered

clock 01 March 2023 • 4 min read
Minimising CGT: Avoiding second property tax woes

Tax Planning

Minimising CGT: Avoiding second property tax woes

Keeping good records is of utmost importance

clock 01 March 2023 • 3 min read
Consumer Duty: MPS providers face 'dramatic change'

Consumer Duty

Consumer Duty: MPS providers face 'dramatic change'

Will ensure MPS deliver real value to clients and good outcomes

clock 28 February 2023 • 4 min read
Four lucky dip investments: A dive into the IA Specialist sector

Investment

Four lucky dip investments: A dive into the IA Specialist sector

IA Specialist is home to an eclectic mix of country-specific funds

clock 28 February 2023 • 5 min read
Artificial intelligence in advice: Beautiful, beastly, or bittersweet?

Technology

Artificial intelligence in advice: Beautiful, beastly, or bittersweet?

Important to strategically consider AI's potential value for the future of advice

clock 27 February 2023 • 4 min read
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