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Best Practice | 27 Sep 16
How to make the most of social media
Francesca Keefe and Liz Stanmore, social media experts at Old Mutual Wealth, give financial advisers a few tips on making the best use of social media.
Celebrating long-term success
Canaccord Genuity Wealth Management reveals the secrets of how they did it
Defensive strategies for a changing economic landscape
The month of February proved to be a turning point for global equity markets. If there was a time to be investing in income focused strategies, we think now is that time.
Predictable Income over Unpredictable Returns
Castlestone Management believes that a buy-write strategy focusing on large cap, developed market, dividend paying stocks should be the main focus within any portfolio. This strategy should help to provide stable and predictable income over the uncertainty of market returns in increasingly volatile times.
Retirement | 13 Feb 16
In the firing line
David Denton, head of international technical sales, Old Mutual Wealth
As pension transfer advice comes under increased scrutiny from the regulator, David Denton, head of international technical sales at Old Mutual Wealth, looks at the FCA’s research and the impact on advisers providing retirement advice to clients with UK schemes.