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Opinion

Is consolidation in the SSAS market a good or a bad thing?

Pensions

Is consolidation in the SSAS market a good or a bad thing?

Positives from pooling of skills, resources, and exceptional talent

clock 16 August 2023 • 4 min read
The importance of financial advice to accountants' clients

Your Business

The importance of financial advice to accountants' clients

Accountants are seeking to outsource financial planning entirely

clock 15 August 2023 • 3 min read
Investment style: Active and passive are tools at advisers' disposal

Investment

Investment style: Active and passive are tools at advisers' disposal

Is active fund management a waste of time?

clock 15 August 2023 • 4 min read
Tangled web: Are proposed pension tax rules really necessary?

Pensions

Tangled web: Are proposed pension tax rules really necessary?

Extensive changes need to be in place by April 2024

clock 14 August 2023 • 3 min read
How much cash should a long-term portfolio hold?

Economics / Markets

How much cash should a long-term portfolio hold?

Cash characteristics can be replicated by other investments

clock 14 August 2023 • 4 min read
Decumulation: How blending investments and annuities can work

Income

Decumulation: How blending investments and annuities can work

Reducing sequencing risk is part of the attraction

clock 11 August 2023 • 3 min read
Standing still? Digital inertia in modern wealth management

Your Business

Standing still? Digital inertia in modern wealth management

The pace of digital transformation is accelerating

clock 10 August 2023 • 3 min read
Consumer Duty price and value: What's the outcome?

Consumer Duty

Consumer Duty price and value: What's the outcome?

Is the price and value outcome the most subjective?

clock 10 August 2023 • 4 min read
Friend or foe: What can artificial intelligence do for advisers?

Protection

Friend or foe: What can artificial intelligence do for advisers?

'In financial advice the possibilities are exciting'

clock 09 August 2023 • 4 min read
ESG engagement: Why storytelling for sustainability matters

Green

ESG engagement: Why storytelling for sustainability matters

'Planners can play a critical role in shaping retail investor behaviour'

clock 09 August 2023 • 4 min read
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