Published articles
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Open Banking
What Open Banking means for investment managers and advisers Article for The Review magazine of the Chartered Institute of Securities and Investment, March 2018 Open banking presents new opportunities for the financial services sector beyond retail banking, but customers could …
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Millenials and the inheritance mountain
Millenials and the inheritance mountain Article for Dialogue magazine, (Schroders), April 2018, pg 10-13 Millennials are set for an inheritance windfall, but it could arrive too late to get them on the housing ladder. Financial advisers have a key role …