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Professional advice is key to driving successful outcomes for your clients, and with so many changes in recent times and more to come regulatory, technological, markets etc, it is important that advisers are prepared for the future.
 
 
   
 
 
 
 
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New threats require new defences. Our head of multi-asset investments David Coombs explains how hes filling the sandbags to protect his funds against a populist storm.
 
 
   
 
 
 
 
 
 
 
Zurich have commissioned Panacea Adviser and Harris Interactive, a market research company, to conduct research into IFA and Adviser relationships with providers.
 
 
 
 
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Industry sectors from healthcare to finance have caught the technology bug. And were no exception - we recently upgraded our online protection service and underwriting technology, but we never forget the human touch, especially at the difficult times when your clients need us most.
 
 
 
 
 
 
 
 
The senior managers and certification regime (SM&CR) is due to come in to force for all solo-regulated firms on 9 December. 
 
 
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As interest rates remain close to rock-bottom levels and retirement journeys become ever-more complex, the need for reliable income solutions has never been greater. 
 
 
 
 
 
 
 
 
The last decade has seen huge developments in sustainability across much of the globe, and this is having a growing influence on the way investments are managed. The key change has been a growing acceptance that applying ESG factors and looking at sustainable themes is beneficial for returns
 
 
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What PROD means for Adviser firms.
 
 
 
Wealth & money management awards
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