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Sam Rees-Adams: Mastering the art of communication

Financial planning, like any other people business, relies on communication and the power of the exact words you use should never be underestimated. The planning process affords many different opportunities to communicate with clients, both verbally and in writing. Some forms of communication you have complete control over (website, client brochures) while others have information […]

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Legg Mason: UK investors not prepared to pay going rate for advice

Wealthy UK investors are prepared to pay a maximum of £110 an hour for financial advice, a Legg Mason survey shows, 26 per cent less than the average fee charged by advisers in 2014. According to Legg Mason, the cost of advice can range from £75 to £250 per hour, with one poll by unbiased.co.uk […]

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Brian Tora: Is the market pricing in future risks properly?

With the general election campaign now in full swing, our domestic market is displaying the sort of nervousness that might be expected when the final outcome is so uncertain. Building a base above 7,000 for the FTSE 100 is now looking a tough challenge. While the success or otherwise of the majority of those companies […]

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Careers Brief: Learning on the move

Advisers studying for professional exams often find it difficult to find the time to revise, keep up their day job and maintain some sort of home life. For some it makes sense to study on the move, making full use of time that would otherwise be wasted, such as the train journey home or on […]

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