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In a previous article, we looked at the FCA’s focus on fair value and how regulated firms should invest in…
This has been a question that the financial services industry has been struggling with over the years. What is the…
The magical profession of financial services, where dreams are woven and futures shaped, there exists a guiding light—a beacon of…
There has been much talk in my house of late about the impact that Artificial Intelligence (AI) is potentially going…
Recently I witnessed what I would consider to be the wrong approach to Continuous Professional Development from both the firm…
We have heard about the plight of mortgage prisoners for well over a decade now. Much has been written about…
“Oops, we spillled our data all over the internet,” said nobody this week. But it happens, and far more often…
I previously wrote an article entitled It’s Just Human Nature, with examples I had come across of advisers who had…