Ellie Duncan
Guide to suitability and duty of care
CPD
Approx.60min
‘If you manage the liquidity, there are a lot of bargains’
Market 'too optimistic' on US-China trade war
China slowdown 'more of a worry' than Brexit
How to prepare your clients for Brexit volatility
CPD
Approx.30min
DFMs are 'competing with Vanguard'
How to use DFMs without ruining the adviser-client relationship
LEBC: Most workers not auto-enrolled are women
Webb's alternative to contingent charging
First-time buyers Brexit dividend could be short-lived
How employee ownership can work for advice firms
What do clients need to know about suitability and risks?
How advisers can help clients with later life mortgage needs
What is in store for Chinese equity investors?
CPD
Approx.30min