PAUL MORAN

Financial planning

Digital tools are being classed as the pathway to simple advice but adviser, Paul Moran, believes it will be unable to solve the problem of advice affordability and acces...

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Features

Digitalisation is only growing in importance for clients, writes Alexandra Cain, so it is vital that advisers work out how they can implement it in their practices....

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Financial planning

Advisers need not wait for a ‘holy grail’ technology solution as there are plenty of specialised software solutions out there that can drive efficiency in firms, accordin...

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Features

With a large proportion of financial advisers having now completed the FASEA exam, Alexandra Cain asks whether advisers who passed found it worthwhile?...

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