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Our collective experience of COVID19 is dominating lives right now. And there’s a whole load of unknowns. Only time will tell whether we see significant changes to the way we work....


PROD is a much talked about subject in financial services. But, in day-to-day reality, many firms are still grappling with it and what they need to do in practice. The first thing...


After a brief respite, a new latticework of regulation has emerged to test advisers’ compliance systems. From PROD and MiFID II, to the latest adviser suitability review just...


Anthea Christie looks at how in the next decade, £1 trillion of wealth will be inherited. This isn’t theoretical, it’s happening now. The question is, do we understand the nature...


We’re always monitoring the implications and opportunities of global or domestic changes and Brexit is no exception.


Chris Sutton looks at the critical role of communication and how platforms can help Advisers and DFMs meet the requirements of the MiFID II 10% drop rule.


Phil Billingham considers the diverse challenges of advising multi-jurisdictional clients.


Rachel Allen reflects on the varied and evolving role of the paraplanner as a central part of the advice process.

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