Wealth Management

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Top Stories

TRUE POTENTIAL INVESTMENTS APPOINTS EMMA NAPIER AS HEAD OF DISTRIBUTION

Financial services firm True Potential Investments has announced the appointment of Emma Napier as H...

17th December, 2013

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Investing

HOW NEW FINANCIAL AUCTION TECHNOLOGY COULD HELP IMPROVE THE VALUE OF SECONDARY MARKET ASSETS

Phil Bird, CEO of Perfect Channel believes that Governments and most major financial institutions co...

17th December, 2013

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How To

HOW TO EFFECTIVELY MANAGE AN OUTDATED IT LEGACY SYSTEM

Jon Milward, Operations Director, Northdoor When it comes to managing your company’s IT systems, it’...

17th December, 2013

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REGULATORS STILL STRUGGLING TO BALANCE PROTECTION WITH GROWTH, ACCORDING TO FINANCIAL SERVICE FIRMS

Nearly half of financial services professionals (49%) globally don’t believe that any regulator has...

13th December, 2013

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FINANCIAL SERVICES ORGANISATION TRUE POTENTIAL NAMED IN ELITE TECHNOLOGY GROWTH LIST

True Potential LLP one of just 74 UK companies to be recognised in the Deloitte Technology Fast 500...

13th December, 2013

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Business

SEVEN BEST PRACTICES FOR SELLING RENEWALS

Selling renewals uses different skills and practices than new product/service sales. To be successfu...

13th December, 2013

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TEKNOMETRY RECEIVES SPECIAL COMMENDATION AT FUNDS EUROPE AWARDS

Teknometry, the on-demand performance analysis software provider for asset managers’ middle office,...

13th December, 2013

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DATA GOVERNANCE LACKS BOARD-LEVEL SUPPORT

DATA GOVERNANCE LACKS BOARD-LEVEL SUPPORT Financial institutions risk improperly managed data as 63%...

13th December, 2013

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Finance

“ALL IN ONE PLACE” – WHY THE SINGLE REAL-TIME VIEW IS THE HOLY GRAIL OF PERSONAL FINANCE

By Andrew Holley, founding partner, Holley Holland Many people treat their personal finances with a...

10th December, 2013

Image for MASK BUSINESS’S SALES BOOM AS BANKERS “COVER UP” FOR FASHIONABLE MASKED BALLS
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MASK BUSINESS’S SALES BOOM AS BANKERS “COVER UP” FOR FASHIONABLE MASKED BALLS

Mask specialists Just Posh Masks (www.justposhmasks.com/) has reported record sales this winter than...

10th December, 2013

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ELEK & NOSS LLC MOVE TO NEW LOCATION IN GRAFTON, OHIO

Elek & Noss LLC, a local accounting and consulting firm is pleased to announce they have moved t...

10th December, 2013

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Business

Forget the hidden costs when borrowing money

This is a sponsored post There are times in everyone’s life when we all need a little help to manage...

9th December, 2013