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From the category archives: Adviser Hub News

What are the big questions troubling business owners?

Google acts as doctor, therapist and now as management consultant as small business owners seek answers

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A regulatory framework for the digital era?

Despite GDPR now a reality, many UK businesses still have their head stuck in the sand rather than face the reality. Paul Holland, CEO of cyber security innovator Beyond Encryption, considers how GDPR will change the way we do business, and what financial advisers can do to make sure they’re compliant.

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Does email marketing work?

In spite of fears that it is losing its edge, done right, email marketing still gives a good return on investment.

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'It’s not that we use technology, we live technology’

Yes, we’ve all heard the warnings that advisers might be replaced by robots. But the point people miss is that technology isn’t a competitor, it’s a tool.

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GSAM: Presence in Your Absence

Failure to build an effective brand potentially can limit the ability to grow a successful advisory practice.

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Why 2018 is the year to go digital

With the new year in full swing, have you enacted your resolutions? As the world adapts to the technological revolution it is time for IFAs to digitalise their work as well.

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MiFID II: A safer, but more boring, future for advised clients

MiFID II runs to 1.7m paragraphs and covers all aspects of trading in European financial markets.

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The problem with contingent charging

Contingent charging is controversial. Should advisers consider another approach?

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Do MiFID II and GDPR contradict one another?

Miles Reucroft of Intelliflo discusses whether these two legislative initiatives are in conflict

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Are financial advisers ready for GDPR?

We recently ran a survey among 270 users of our Intelligent Office practice management system to gauge the readiness of UK financial advisers for the forthcoming General Data Protection Regulation (GDPR). It is, after all, arriving on 25 May 2018.

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