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Handling Regulatory Uncertainty
by Tony Vidler        The regulatory uncertainty level amongst advisers is just about at an all time high.  It’s not just new rules that create the uncertainty; it is the shift to principes-based or outcome-focussed regulation that doesn’t have the definitive and prescribed series of “thou shalts” and “thou shalt nots” which creates the most uncertainty.  […]
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Is Your Marketing Budget As Big As Your Dream?
by Tony Vidler        Nobody likes a budget – even financial advisers don’t. But a marketing budget for your business is a good budget…it’s an investment in growth.  Even well established advisory firms usually want growth as they usually  want to do more business with higher value and more challenging client cases. For early stage […]
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