Latest Stories
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Industry
Schroder Investment Solutions to roll out blended MPS
Firm also expanding existing MPS range
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Industry
Majority of advisers hit by poor service from platforms
54% said it had a ‘significant impact’
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Industry
Four in five advisers do not have a ‘clear profile’ of target clients
NextWealth and Aegon research
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Industry
What advisers should know about small-cap investment trusts
The asset class has specific complexities, but also opportunities for investors, writes Stuart Widdowson
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Industry
TEAM PLC to acquire WH Ireland in £12.7m deal
Enlarged asset and wealth management group would have a £30.3m market cap if the deal is approved
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Industry
Budget 2025: ‘Fundraising drought’ fears as VCT tax relief cut
Cold reception from industry firms
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Industry
Budget 2025: No respite from ‘most hated tax’ as IHT thresholds frozen again
IHT receipts rising rapidly
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Investment
Budget 2025: Cash ISAs capped at £12k from 2027
Additional £8k of allowance must be invested
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Industry
Budget 2025: Income tax threshold freeze extended
Income tax thresholds will remain frozen until 2031
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Industry
Budget 2025: ‘Crucial’ salary sacrifice to pensions limited to £2,000
Majority of large firms will be hit by the news
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Investment
Budget 2025: Dividend tax increases 2%
Tax rates on dividends, property and savings income has risen two percentage points
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Investment
Upheaval, diversification and the march of innovation
Fahad Hassan looks at how investors can continue to mitigate against risk in 2026
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Investment
Schroders: Advisers up alternatives exposure as volatility concerns persist
Emerging markets weightings also on the rise according to latest Schroders Financial Adviser Survey
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Industry
AJ Bell Money Market MPS trebles assets as cash ISA cut nears
Budget speculation helping drive inflows
Analysis
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Industry
Set me free: The psychology of pension income
Dynamic Planner’s Chris Jones looks at people’s attitudes towards spending their pension pots
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Analysis
Budget 2025: The investment industry’s wishlist
Investors appear to be split on what they would like Reeves to deliver on 26 November
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Analysis
Private markets education ‘paramount’ for retail investors
Commentators react as HL and Schroders announce a partnership allowing HL clients to access two Schroders LTAFs
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Analysis
Themes investors can no longer ignore
The world is changing at a fast pace, pushing certain themes to the forefront of stockmarkets and economies
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PAA Analysis
Sector in review: IA Global Emerging Markets
Asset allocators and fund managers from Nedgroup, T. Rowe Price and Sarasin give their take on how to play emerging markets
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PAA Analysis
Sector in review: IA Fixed Income
Asset allocators from Iboss, AJ Bell Investments, Liontrust, Tyndall IM and Chelsea Financial Services give their take on how to play bonds
Multi-Asset
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Investment
Upheaval, diversification and the march of innovation
Fahad Hassan looks at how investors can continue to mitigate against risk in 2026
-
Investment
Schroders: Advisers up alternatives exposure as volatility concerns persist
Emerging markets weightings also on the rise according to latest Schroders Financial Adviser Survey
-
Industry
Aviva Investors outflows ease on multi-asset boost
External flows into multi-asset and internal flows from wealth business results in ‘material improvement’
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Investment
Head to head: Taking stock of gilts
Phil Milburn and David Coombs debate whether fears surrounding government debt around the world are being overplayed
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Investment
SJP’s Justin Onuekwusi: Stay calm and carry on
The CIO argues against the desire to make sweeping changes to portfolios at a time of heightened geopolitical risk
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Investment
SJP expands Polaris range with four multi-index funds
Polaris Multi-Index will invest solely in index trackers
Industry
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Industry
Schroder Investment Solutions to roll out blended MPS
Firm also expanding existing MPS range
-
Industry
Majority of advisers hit by poor service from platforms
54% said it had a ‘significant impact’
-
Industry
Four in five advisers do not have a ‘clear profile’ of target clients
NextWealth and Aegon research
-
Industry
What advisers should know about small-cap investment trusts
The asset class has specific complexities, but also opportunities for investors, writes Stuart Widdowson
-
Industry
TEAM PLC to acquire WH Ireland in £12.7m deal
Enlarged asset and wealth management group would have a £30.3m market cap if the deal is approved
-
Industry
Budget 2025: ‘Fundraising drought’ fears as VCT tax relief cut
Cold reception from industry firms
Best Practice
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Best Practice
Financial services show progress in addressing modern slavery
Investec, M&G, St. James’s Place, London Stock Exchange Group, Lloyds and Legal & General have all improved
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Industry
How AI is evolving to reinforce – not replace – the human side of advice
AI is replacing the unpaid, unseen work that stops advisers being advisers writes Stuart Breyer
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Industry
Future of data architecture: Where we’re going, we need roads…
Simplify Consulting’s Antonietta Price on how shifting data architecture can enable faster, smarter decisions
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Best Practice
Oxford Risk: Why consistency matters, and why humanity still counts
Greg B Davies on balancing responsibilities in an increasingly automated advisory landscape
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Best Practice
Oxford Risk: Don’t over-pot your portfolio
Goals-based investing is unnecessarily expensive, inflexible, and psychologically short-sighted, argues Oxford Risk’s Greg B Davies
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Industry
Is there more to targeted support than meets the eye?
Firms must ensure customers understand what they are buying, writes Simplify Consulting’s Jo Fulford