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Join us for an informative session worth one hour of CPD

Advisers today navigate a challenging environment. To thrive, a modern approach to practice management is essential.

Andy Brown, head of fund solutions at Standard Life, explains what led the firm to create its smoothed fund proposition.

Schroders' Tim Carr and Ghislaine Perry discuss how to evaluate the need for change, key points to consider when choosing the right investment partner and how to manage the transition.

Catch up on the discussion

Schroders' Jamie Fowler and Philip Chandler explain why outsourcing is a proactive strategy that can transform your advisory business.

Catch up on the discussion

There are plenty of ways the advice industry can help women on their financial journeys and alleviate some of the disadvantages of those gaps.

In 2020 we introduced our bubbles chart showing how concentrated investors were in a particular theme. Four years on we look at what, if anything, has changed, and what it means for investors going forward.

Financial advisers are facing significant complexity in their planning for clients amid the generational wealth transfer that is coming.