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Fairstone buys £125m AUM West Country firm

Chartered Financial Planning-focused Fairstone has acquired Taunton-based £125m...

Weekend Reading For Financial Planners (October 24–25)

Enjoy the current installment of “Weekend Reading For...

U.S. crypto delays hand digital asset advantage to Asia and Middle East, says Apex Group CEO

Another advantage, according to Hughes, is that tokenized...
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Bitcoin Price Hits $83K as Shorts Suffer $45M in Wipeouts

Key TakeawaysBitcoin briefly surged to $83,250 on Oct. 20 after recovering from volatile swings below $81,200.Data shows short sellers bore about 60% ($45.7...

Money Investing Calculator | WikiFinancePedia

A great tool for keeping track of your finances is the money investing calculator. You can use this tool to predict your...

FPSB honours 2 for ‘outstanding contribution’ to Financial Planning

Global Financial Planning body the Financial Planning Standards Board (FPSB) has handed two Planners awards for their “outstanding contributions” to the industry.Steve Helmich...

How To Sell Designer Handbags: Lessons From Selling Mine

I’ve bought and sold a lot of designer handbags over the years, but some of my most useful lessons came when I decided...

Why Profitability Matters For Client Service: Using Per-Client Revenue To Identify When To ‘Graduate’ Clients

While working as a financial advisor can be attractive based on the ability to make a positive difference in clients’ lives, at the...