January 2019
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  • 2019: Risks to the outlook

    20 December 2018

    2018 has been characterised by stable, positive growth, low inflation and slowly tightening monetary policy. So what might we see in 2019? Richard Larner, head of Research, Brooks Macdonald provides looks at the  economic and market influences At the start of 2018, we forecast that growth would remain positive across the world’s major regions...

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  • TDQ: Test Your Knowledge – Answers

    20 December 2018

    As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, which we posed...

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  • TDQ: Test Your Knowledge – Questions

    20 December 2018

    For Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. This series aims to provide you with valuable advice and guidance materials to help you achieve your training...

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  • 50 Not Out – January Issue of Professional Paraplanner OUT NOW

    19 December 2018

    This issue we celebrate our 50th edition of the Professional Paraplanner magazine!! Thank you to all our readers, supporters and the team behind the scenes that have worked so hard. Paraplanner profile The paraplanner we profile for this issue is Jade Mountford, chartered paraplanner with Mazars Financial Planning. She scooped the PFS Paraplanner of...

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  • What will 2019 hold for the financial advice industry?

    18 December 2018

    Dynamic Planner CEO Ben Goss sets out below what he believes the next 12 months has in store for the advice industry. Advisers won’t need a crystal ball to know that 2019 is likely to start in a more challenging place for them and for their clients than 2018 did, but the advice industry earns...

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  • Sustainable higher income will still be hard to find in 2019

    18 December 2018

    Investors seeking sustainable higher income may need to invest for the longer term and accept that their capital is at risk, says Rupert Rucker, head of Income Solutions, Schroders. Income looks set to remain a primary focus for investors as we head into 2019. Results from the most recent Schroders Global Investor Study show...

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  • Staying investment cautious

    18 December 2018

    Steve Bates, chief investment officer, GuardCap Asset Management, says a degree of caution is warranted in investment markets at the moment. It is over eleven years since the start of the Great Financial Crisis (GFC) and during this time the use of quantitative easing has smoothed out many of the fluctuations that investors would normally...

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  • MiFID II – Aggregated costs and charges

    17 December 2018

    Steve Bailey, director at compliance consultancy ATEB, provides guidance on how to deal with the new requirements for reporting aggregated costs and charges necessary under MiFID II.   MiFID II came into effect on 3 January 2018 and placed several new and enhanced requirements on firms. One of the key areas of change was the requirement for firms to...

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