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Why your advice firm should consider branding itself a wealth manager

I was recently having a chat with a friend who runs his own accountancy practice. He is quite a progressive accountant and likes advising clients on how to run their businesses more efficiently, including using cashflow forecasting. The problem is he is a victim of his own success: once he transforms their record keeping his firm’s fees […]

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Bank of England questions lenders over buy-to-let loans

Bank of England officials have raised concerns about buy-to-let lending with major UK banks, which lenders have interpreted as a sign to rein in landlord loans. The Financial Times reports supervisors from the Prudential Regulation Authority have visited at least three major lenders in the last two weeks. One source told the newspaper: “The message […]

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Advice definition is a ‘nightmare’ to solve says FAMR group member

Working out new terms to describe advice and guidance is proving a “nightmare”, a member of the Financial Advice Working Group says. Speaking as part of a Money Marketing Wired debate about the Financial Advice Market Review, Old Mutual Wealth chief distribution officer Richard Freeman says creating a shortlist of terms to help customers tell the difference between […]

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Aegon looks to platform business to bring in 80 per cent of profits

Aegon’s is looking to generate between 80 and 90 per cent of its profits from its platform business within the next three to five years, according to UK chief executive Adrian Grace Speaking to Money Marketing after the release of the providers third quarter results this morning, Grace acknowledged that the goal represented a “big […]

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