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CPD: The employee engagement imperative for financial advice practicesHappy staff, happy clients, happy shareholders A company’s biggest asset – as the saying goes – is its people. It’s [...]
CPD: Financial consumer protection – part 3 – adviser priority checklist and calendarIn a continuation of our series on Financial Consumer Protection, this article examines the latest raft of regulatory changes that [...]
CPD: Addressing the carbon exposure of your investmentsReal world implementation options for investors looking to manage their equity portfolio carbon exposures The first piece in our ‘Climate [...]
CPD: Long/short investing – a strategy to capture equity market exuberanceWhat is a long/short strategy? A long/short equity strategy is designed to take advantage of the upside of markets, while [...]
CPD: Client engagement in the new world - Adviser toolkitClient engagement – it’s time for new tools Financial advisers have been dissecting the topic of client engagement for decades, [...]
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