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The how-to guide for a productive

The how-to guide for a productive "work from home" strategy

04 February 2021

In 2021, we are likely to see the percentage of people who permanently work from home, to double.

Have a financial plan in place - for your business

Have a financial plan in place - for your business

01 February 2021

The advice industry continues to evolve, develop and improve, yet succession planning remains a pressure point, with global and local trends revealing that it is still the case that a small proportion of independent financial advisers (IFAs) have a clear, executable plan as it relates to business continuity when they retire.

Brokers experienced 18% drop in revenue

Brokers experienced 18% drop in revenue

01 February 2021

Each passing year has brought with it changes in consumer awareness, litigation habits of the population, greater access to courts and an accelerated decline in the quality of risk management. This combination of factors invariably led to an increase in claims frequency and severity, said Gareth Beaver, Managing Executive of SHA Risk Specialists.

Kickstart your business

Kickstart your business

28 January 2021
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If I were tasked with taking my firm’s customer experience (CX) to the next level, I would:

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The most effective tax decisions to protect your clients estate

The most effective tax decisions to protect your clients estate

25 January 2021
Rule 19 – how it affects advisers and the industry, and are there tools to support advisers in complying?

Rule 19 – how it affects advisers and the industry, and are there tools to support advisers in complying?

11 January 2021
Learn the lessons of 2020 for a great 2021

Learn the lessons of 2020 for a great 2021

11 December 2020
Insurance Price Wars: 3 Ways to Avoid the Race to the Bottom

Insurance Price Wars: 3 Ways to Avoid the Race to the Bottom

25 November 2020
DFM key to helping planners meet post-COVID client demands

DFM key to helping planners meet post-COVID client demands

24 November 2020
Go Digital or Die: 7 ways to digitise your IFA business

Go Digital or Die: 7 ways to digitise your IFA business

24 November 2020
Gamma: How Financial Advisors Add Value

Gamma: How Financial Advisors Add Value

20 November 2020
Everything you need to know about advice practice succession

Everything you need to know about advice practice succession

16 November 2020