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Latest insights

 

Between Meetings

Building an advice business through content

UK financial planner and content creator Pete Matthew explores how content, technology and intentional business design can help advisers attract the right clients, scale efficiently, and adapt to a changing advice landscape.

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Portfolio Construction Podcast Series

The new drivers of Private Equity returns

The target returns haven't changed. But the drivers of those returns look very different today. Join the discussion with Gabriel Ng from Neuberger Berman on why active ownership, earnings growth and strategic acquisitions are doing more of the heavy lifting, and how private equity is being reshaped in a slower exit environment.

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Between Meetings

What “good” really looks like in advice businesses

Sharon McClafferty unpacks what “good” really looks like in advice businesses, covering the systems behind high‑performing firms, profitability, burnout, succession, and how AI and offshoring are reshaping work.

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