DAVID HARRIS

Features

Although there is no set structure when it comes to practice management, advisers need to know what they want to achieve and how to best communicate their needs, Oksana P...

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Financial planning

Understanding the full implications of the code of ethics and its implementation as well as the best interests duty might be bothering some advisers....

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Funds management

FTSE Russell has announced that it has expanded its environmental, social and governance data analysis to include small cap companies....

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Funds management

FTSE Russell has announced the launch of new green real estate indexes, the FTSE EPRA Nareit Green Indexes....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 3 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 16 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 20 hours ago