14 September 2021
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1 min read
As a seller, how do you maximise the value of your book? And as a buyer, how do you assess the right fit? Rich Poulin, a seasoned professional, discusses the success stories, and the cautionary tales, advisers are talking about.
Read our latest article on BMO Adviser Edge to discover the 7 tips from the field, while earning structured CPD.
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Sharing first-hand insights, Hannay Wealth chartered financial planner Vanessa Barnes explains how advisers can make the most of smoothed funds
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Smoothed returns can play a crucial role in the approach to retirement, says Samantha Pardoe, senior investment development manager at Standard Life.
03 March 2025
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Target market an expected focus as propositions have ‘questions to answer’
03 March 2025
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Advisers said to be breathing collective sigh of relief
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Should the industry be doing more to protect vulnerable clients?
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