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The top 10 things to consider when hiring an operations manager – and why it’s the most important hire you’ll…
We may know what EBITDA means, but what it stand for? “Bullshit earnings” — that’s how the late Charlie Munger,…
What Financial Advisers Must Learn Now My first job, way back in 1983, was as a Counter Assistant in a…
The financial services sector faces a unique challenge with AI adoption. While technology promises operational efficiency and enhanced customer outcomes,…
Phil Young at Zero Support LLP, known to most advisers has told the trade press he is surprised how little…
As a father of twin, near-20-year-old sons, it has always struck me how different their lives are from my life…
In May, the Financial Conduct Authority (FCA) launched a consultation (CP25/12) proposing to scrap the 15-hour annual Continuing Professional Development…
In the world of financial advice, trust is everything. It brings clients through the door, keeps them coming back, and…