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Tenet woos bank and provider advisers with ready-made package

Tenet is looking to attract advisers from providers and banks with a new ‘business in a box’ solution. The network is vying for business from advisers who want to pursue the self-employed route in the simplest fashion. For example, the network will help the adviser set up their own limited company and provide loans for […]

Compliance tip: How to drive cultural change

The FCA’s recent discussion paper, DP18/2: Transforming Culture in Financial Services, focused heavily on how to drive cultural change within an organisation. A number of the paper’s contributors highlight that focusing solely on senior management behaviour and the ‘tone from the top’ overlooks the complexity of organisational culture and the role all employees have in […]

Outgoing SJP chief executive David Bellamy
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Ex-SJP boss Bellamy defends charging model

The widely-held view that St James’s Place is one of the most expensive advice firms has been shot down by its former chief executive, David Bellamy. The charging structure at SJP faced more scrutiny last year after an undercover investigation by Which? that found charge disclosure varied and restricted advice limitations were not properly explained […]

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The global nature of sterling credit markets

It is widely perceived that credit markets need to diversify beyond traditional sterling credit investments. However, in our latest article Fund Manager, Shalin Shah explains that the sterling credit market is already well diversified across the global spectrum and highlights why global investment purely for diversification purposes is a flawed notion. Read the article here […]

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