Platforms must adapt to advisers’ needs
They have an important role to play when developing their proposition for advice firms
Author: PA Adviser
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How can the wealth industry attract more women?
There is ‘heightened pressure’ on the sector to bring in female advisers and paraplanners
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What do advisers need to know about tax-efficient investments?
Many IFAs underestimate the size of the market
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What challenges do advice firms face with Consumer Duty?
Regulator is expecting companies to put their customers’ needs first – and be able to prove it
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Are digital assets a diversifier or a danger zone?
They ‘won’t be going away anytime soon’
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What does sticky inflation mean for world economies?
Firms will ‘need to act to mitigate the effects of an inflationary environment’
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Inheritance tax regime must move with the times
IHT needs to be ‘addressed urgently in order to prevent further damage being done’
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Advice businesses should strive for high professional standards
Raising the bar doesn’t just benefit clients but companies too
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How advice firms should tackle compliance and risk
Both go hand-in-hand to advance the strength of an organisation
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How IFAs can utilise digital marketing tools to grow their business
Focus on the social media platforms that are most relevant to your target audience
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10 ways to help close the gender pension gap
On average, women are more than £100,000 worse off in retirement than men
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How advice businesses can integrate ESG strategies
As regulators emphasise the need to address sustainability concerns