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‘It’s all relative’: Why lifestyle, not wealth, drives retirement strategy

The key to managing longevity risk is recognising that every client’s retirement outlook depends on their lifestyle and ...

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Finalists revealed for ifa Excellence Awards 2025

More than 300 finalists have been announced in this year’s ifa Excellence Awards. A total of 305 finalists have been ...

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Integro continues growth, appoints new head of advice

Integro Private Wealth has added a new head of advice as part of its expansion push. The Perth-based private wealth ...

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AZ NGA increases ownership stake in ex-AMP advice firm

AZ Next Generation Advisory has upped its stake in Geographe Financial Group, which had formerly been part of AMP, as ...

Responsible Investing Education

This FT Academy online course defines responsible investing, compares the various types, and explains its growing relevance and importance. Earn CPD while also learning examples of how investment firms may implement ESG integration.