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Partner Insight
The cash debate is a perfect example of where advisers deliver value to clients. The question of ‘should I invest in cash?' is not straightforward, but for the longer-term saver, all the data points to investing being the best option for many.
17 October 2023
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5 min read
Markets
Over 400 advisers from more than 350 different firms completed our annual survey, providing a broad range of views from across the community. The results were once again enlightening and provide an insight into what advisers are thinking and, more importantly,...
04 January 2023
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4 min read
Investment
On the face of it, the millennial generation may not appear to offer much to your business as potential clients. However engaging with the next generation of investors could prove to be an important factor in ensuring your future prosperity - and conversely...
15 November 2021
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5 min read
Multi-asset
New research from Cerulli Associates highlighted that only 29% of clients felt that their financial adviser had the highest level of expertise to run their portfolio. What should advisers draw from these stark figures and is a team approach needed?
10 May 2021
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4 min read
Investment
The FCA’s latest ‘Financial Lives’ survey report offers a deep insight into the ‘state of the nation’ and what we could do as an industry to move the dial.
29 March 2021
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5 min read