Latest Stories
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Industry
Quilter urges chancellor to prevent ‘damaging pension speculation’
61% of those who withdrew tax‑free cash from pensions now regret doing so
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Industry
Chris Jones: Confessions of an unregulated mind
This month, Dynamic Planner’s financial services director has some wise words for Andy Burnham
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Investment
Morningstar Wealth’s Sanderson: ‘Advisers are maligned and misunderstood’
Model Portfolio Services allow advisers to outsource portfolio construction so they can focus on client behaviour
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Investment
Nine in 10 advisers believe private markets access is ‘critical’
Trend expected to accelerate
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Industry
Hargreaves Lansdown hires Bestinvest’s Haine as head of personal finance
Haine will join the team on 20 July, following a four-year tenure at Bestinvest as an analyst
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Industry
St. James’s Place hires former L&G manager Teschmacher
Former head of asset allocation reunites with CIO Justin Onuekwusi
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Investment
Head to head: A maturing market
T. Rowe Price’s Yoram Lustig and Orbis’ Stefan Magnusson offer distinct views on why EMs are looking to be a safer option
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Industry
New IHT rules will impact how pension firms work with advisers
New rules linking pensions and IHT aim to improve transparency, but risk adding complexity and delays
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Industry
Mattioli Woods finds a quarter of over-55s avoiding inheritance conversations
Reluctance ‘remains entrenched’
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Investment
Why long-term investors should always ignore the market noise
Only act when underlying drivers genuinely change, writes Nedgroup’s Tom Caddick
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Industry
Natixis finds advisers ‘still optimistic about growth’ as AI adoption rises
Three in four advisers believe the AI trade ‘still has a long way to run’
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Industry
Tax on cash in ISAs ‘risks backfiring’ on government
Interest on cash in stocks and shares ISAs to be taxed at 22% from April
Analysis
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Investment
Head to head: A maturing market
T. Rowe Price’s Yoram Lustig and Orbis’ Stefan Magnusson offer distinct views on why EMs are looking to be a safer option
-
Industry
Tax on cash in ISAs ‘risks backfiring’ on government
Interest on cash in stocks and shares ISAs to be taxed at 22% from April
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Analysis
Tyndall’s Clunie: Does politics actually affect asset returns?
Important to be aware of limitations
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Investment
Sector in review: IA Short Term Money Market
Six asset allocators give their take on how to play money market funds
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Investment
Investors widen the multi-asset net as 60/40 flaws resurface
This traditional method of investing is not dead, but is going through a difficult period
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Investment
Head to head: Standing strong
There are positive signs the IA Europe ex UK sector is gaining momentum
Multi-Asset
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Investment
Morningstar Wealth’s Sanderson: ‘Advisers are maligned and misunderstood’
Model Portfolio Services allow advisers to outsource portfolio construction so they can focus on client behaviour
-
Industry
St. James’s Place hires former L&G manager Teschmacher
Former head of asset allocation reunites with CIO Justin Onuekwusi
-
Investment
Why long-term investors should always ignore the market noise
Only act when underlying drivers genuinely change, writes Nedgroup’s Tom Caddick
-
Investment
What Trump’s ‘Let the oil flow’ deal means for multi-asset investors
The MoU is fragile, with key tensions unresolved and a 60‑day window set to test whether it delivers lasting stability
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Investment
Schroders: Investors boost diversification as 85% fear greater market volatility
Roughly 50% of respondents in Schroder’s Global Investor Insight survey said they were concerned about a downturn or recession
Industry
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Industry
Quilter urges chancellor to prevent ‘damaging pension speculation’
61% of those who withdrew tax‑free cash from pensions now regret doing so
-
Industry
Chris Jones: Confessions of an unregulated mind
This month, Dynamic Planner’s financial services director has some wise words for Andy Burnham
-
Investment
Morningstar Wealth’s Sanderson: ‘Advisers are maligned and misunderstood’
Model Portfolio Services allow advisers to outsource portfolio construction so they can focus on client behaviour
-
-
Investment
Nine in 10 advisers believe private markets access is ‘critical’
Trend expected to accelerate
-
Industry
Hargreaves Lansdown hires Bestinvest’s Haine as head of personal finance
Haine will join the team on 20 July, following a four-year tenure at Bestinvest as an analyst
Best Practice
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Industry
Helping clients make life changing plans that don’t change their life
Triple Point’s Nick Bird on how to keep the momentum going when discussing estate planning
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Best Practice
Behavioural capacity: Suitability’s overlooked human pulse
Greg B Davies looks at how investors approach the emotional side of taking risk
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Best Practice
Compliant on paper, but exposed in practice
Greg B Davies looks at how process-driven suitability frameworks can undermine client outcomes and what future-proof design requires
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Industry
How should advice clients plan a fair inheritance for their children
Bentley Reid’s Mike Winstanley argues successful planning involves more than simply dividing assets equally
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Best Practice
Oxford Risk: Your suitability fears are unfairly restricting your clients’ growth
Understood properly, risk capacity can unlock the ability to build wealth, writes Greg B Davies
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Best Practice
Kemp sets up investment adviser ‘engine’ Portfolio Thinking
An exclusive interview with the former Morningstar CRO and CIO on his new venture