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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

Are we late to AI or right on time?

Billy Leung from Global X challenges the idea that investors are late to AI, exploring why adoption and spending may still be accelerating, where the next opportunities are emerging across the value chain, and how investors can gain broader exposure beyond the familiar tech giants.

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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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