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To run a sustainable financial advice business in an increasingly challenging environment, advisers need to rethink where their time is spent and refocus their efforts on attracting and retaining their ideal clients, argues Mimi Pienaar, head of practice management at Masthead.
Click here to read the full story in the latest International Adviser e-zine.
US sustainable flows deplete by $8.8bn
Chris Metcalfe, CIO at Iboss, breaks down his views on China and why he believes 60/40 investing still has a place
SJP’s CIO Justin Onuekwusi questions if the traditional balanced approach to investing is nuanced enough to build robust portfolios
Some firms were hoping for a longer transition period, commentators say
The regulator has made adjustments to requirements for portfolio management services following industry feedback
RGL Management are preparing a second claim against the platform
