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Say you own a small stake in a company. Every day, one of your partners tells you what he thinks the business is worth, and he offers to buy your stake or sell you another on that basis. Sometimes his idea of value seems justified by the company’s prospects. But other times, his excitement or fears run away with him, and the value he suggests seems little short of silly.
 
 
   
 
 
 
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Rathbones’ head of asset allocation Edward Smith explains why he believes that responsible capitalism is in every long-term investor’s self-interest – even if they don’t care about the societal benefits.
 
 
 
 
 
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Prudential conducted adviser research in 2018 that generated some interesting statistics. Nearly three out of four firms have specific riles for advising vulnerable clients, and half train staff to spot signs of cognitive impairment. 
 
 
   
 
 
 
 
 
 
 
Four easy steps to highlighting the financial impact the loss of a key person would have on your clients’ business. Aegon’s Business protection liability audit  helps you get business protection on the agenda.
 
 
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Schroders & Octopus Investments would be delighted if you would join us for The Great Wealth Transfer breakfast seminar starting at 8.30am on Wednesday 4 December at 1 London Wall Place.
 
 
 
 
 
 
 
 
Listen to Aegon’s investment team chat about Brexit and its potential impact, and hear a roundup of global asset class prospects.
 
 
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Watch the Square Mile talking factsheet on M&G Global Dividend
 
 
 
 
 
 
 
 
If a client is self-employed, they won't be able to rely on common employer benefits such as death-in-service cover or sick pay.
 
 
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