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Brilliant Investment Thinking by Advisers for Advisers.
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What paraplanners want: How advisers can work better, ditch the double-ups and make staff smile

It's not a corner office or a fatter pay packet at the top of paraplanners' collective wish list, but something that is much more beneficial to financial...

Bridging the generational divide key to 'daunting' Professional Year

When an industry full of Gen X and Baby Boomer advisers is assigned the task of training swathes of largely millennial acolytes, there's bound to be a few...

Paraplanners are changing, but they still don't want to be advisers

The percentage of paraplanners that have ambitions to become qualified financial advisers has decreased dramatically, with several key drivers behind the...

Further 7pc of advisers linked to unis: Principals Community brings scale to grad drive

With 127 practices under its wing, the tie-up between Kon Costas' ex-BT network and Deakin University will give 1,263 advisers a direct line to graduates and...

Why finance needs more women

There goes International Women’s Day. In financial markets, many have highlighted notable woman who have made their way to a distinctive and influential...

Where are all the women in investment management?

“Where are all the women?”. A memorable moment at the 2016 Fund Manager of the Year awards took place when Dame Quentin Bryce, the former...

Mental health: enough awareness; action needed

Thanks in part to the pandemic, employers now have sufficient awareness of mental health problems in the workforce, their human and economic costs. Now is the...

First Sentier commits to a gender target for investment teams

The Financial Services Council (FSC) has introduced its Women in Investment Management Charter (WIM Charter). The purpose of the WIM Charter is to help...

Alignment of interests and the value of human capital

One of the boxes ticked when selecting a fund manager is whether the investment team has its own money in the strategy, or even better, has ownership in the...

AMP slashes jobs to save business

AMP’s wealth management arm will launch a cost-cutting program and make sweeping redundancies across its workforce in a bid to turn the troubled business...

What to do when your star portfolio manager leaves

As is almost always the case, money talks. When a star portfolio manager suddenly resigns after recording spectacular gains, there is a good chance they have...