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Compliance and regulation
Carey Pensions: The saga continues
Industry
Client goals and old beliefs: How to avoid a mismatch
Practice development
Should you ever negotiate on fees?
Technical
The big issues with the design of IHT
How easy are you to do business with?
Clients, advice and the role of technology
Advice processes for vulnerable clients
Why financial planning needs mentors
Marketing
Building a brand and sticking to it
What you need to know from Tax Day
Why transparency is still lacking on costs and charges
Work smart: The art of learning from others
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