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Partner Insight

In conversation with advisers: Going digital if your clients desire it

Partner Insight: Cathi Harrison, director of para-sols and Apricity and Clare Farrell managing director at Northfield Wealth met in London recently to discuss offering digital services to clients.

clock 04 October 2018 • 2 min read

Partner Insight

Feeling the pinch: UK inflation on the rise

Partner Insight: UK inflation hit a six-month high of 2.7% in September, having held steady earlier this year. The rise is not good news for consumers - slowing the recovery in spending power.

clock 02 October 2018 • 2 min read

Investment

In conversation with advisers: keeping fees transparent

Partner Insight: Cathi Harrison, director of para-sols and Apricity and Clare Farrell managing director at Northfield Wealth met in London recently to discuss the issue of fee transparency in relation to clients.

clock 02 October 2018 • 1 min read

Adviser tips

What are the 5 types of advised investor?

INDUSTRY VOICE: Knowing how investors select advisers is key to better understanding your clients. We identified five profiles of common client types who tend to share important traits. Our findings suggest how you can deepen your relationships with...

clock 27 September 2018 • 1 min read

Investment

In conversation with advisers: outsourcing to the specialists

Partner Insight: Cathi Harrison, owner and director of para-sols and Apricity and Clare Farrell managing director at Northfield Wealth met in London recently to discuss outsourcing to specialists.

clock 27 September 2018 • 1 min read

Investment

In conversation with advisers: staying on top of regulatory risk

Partner Insight: Cathi Harrison, director of para-sols and Apricity and Clare Farrell managing director at Northfield Wealth met in London recently to discuss how to stay on top of regulatory risk.

clock 25 September 2018 • 1 min read

Investment

In conversation with advisers: Tactics for decumulation

Partner Insight: Flora Maudsley-Barton, managing director of Parsonage Financial and Kerry Nelson, managing director of Nexus Financial met in London recently to discuss decumulation.

clock 18 September 2018 • 2 min read

Investment

In conversation with advisers: Meeting the FCA's 'suitability' requirements

Partner Insight: Flora Maudsley-Barton, managing director of Parsonage Financial and Kerry Nelson, managing director of Nexus Financial met in London recently to discuss the criteria laid out by the Financial Conduct Authority (FCA) with regards to the...

clock 13 September 2018 • 2 min read

Investment

In conversation with advisers: Risk profiling - how should risk be targeted?

Partner Insight: Flora Maudsley-Barton, managing director of Parsonage Financial and Kerry Nelson, managing director of Nexus Financial met in London recently to discuss how risk should be targeted.

clock 11 September 2018 • 1 min read

Global

Megatrends: Understanding the tech revolution

Partner Insight: How have companies like Amazon contributed to the megatrend tech revolution?

clock 10 September 2018 • 1 min read
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