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Phil Wickenden: Every business is a people business

Brands do not care about you. Institutions do not care about you either. The only people able to care about you are people. With this in mind, the question is “is this institution owned, organised and run by people who will allow the people who work there to care?” Generally, the answer is “no” because […]

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The dos and don’ts on client ownership and contract law

Directors and partners of advice firms are faced with making decisions that affect both the financial and regulatory well-being of their businesses on a regular basis. Yet many of these decisions, even major ones, are made without external reference or support. Why is this? Is it because of the cost, because it is thought unnecessary, […]

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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 […]

The FCA’s five fixes for retirement information

The Financial Conduct Authority (FCA) has started to change the way that people will be told about their pension options. In a recent market study paper, they lay out their final proposals on the information that should be delivered to people approaching retirement and how it should look and feel. During 2015, there will be […]

Key themes for 2017

Capital Market Notes, December 2016 Dave Lafferty, chief market strategist at Natixis Global Asset Management, assesses the accuracy of his 2016 outlook and provides his thoughts and outlook for 2017. Click here to read the full article

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