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Best Practice | 5 Dec 17
Influential European regulatory changes ahead for 2018
David Matthews, head of sales for Europe for Old Mutual Wealth, discusses upcoming regulatory changes, how these are impacting advisers and the type of solutions they are exploring.
Best Practice | 6 Sep 17
Rachael Griffin talks technical expertise in the financial planning process
Rachael Griffin, head of trusts and technical solutions at Old Mutual Wealth, explains how technical expertise in the financial planning process is becoming increasing important, and shows how regulatory change can be an opportunity rather than a threat, helping advisers to demonstrate the value of advice to their clients.
Axis – AXA Global Short Duration Bond
Check out our new Axis on AXA Global Short Duration Bond
Axis – Baillie Gifford’s American fund
Check out our latest Axis on Baillie Gifford’s American fund
A savings plan to meet your customer’s short-term goals
We are pleased to announce the official launch of our new product today.