Latest Stories
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Investment
‘The calm may not last’: Financial happiness rises for fourth consecutive month
Dynamic Planner’s in-house benchmark recorded a slight rise in September
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Industry
Chris Jones: Confessions of an unregulated mind
The industry often equates more information with better advice. But in reality, more is not always better
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Investment
Why OATs aren’t as healthy you think
France’s deteriorating public finances pose a big risk for bond markets worldwide, writes Tatton’s Dr Issac Kean
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Industry
SJP shuffles manager line-up and trims corporate bonds
Five external managers added to line-up
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Industry
How the chancellor can bring stability to the great wealth transfer
PXN Investments’ Caroline Flagg discusses the growing tension between long-term inheritance planning and rapidly changing tax policy
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Industry
Burnham’s pension triple lock move prompts strong industry reaction
Triple lock set to become only a double lock
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Best Practice
Oxford Risk: Personalising suitability at scale
While tech has opened up new opportunities to provide personalisation at scale, Greg B Davies argues many are still failing to make the most to it
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Industry
Value protected annuities purchases jump 38%
Question mark over impact of upcoming IHT rule change
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Investment
Two thirds of professional investors planning to up infrastructure exposure
Asset class seen as ’emerging megatrend’
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Industry
FCA reveals 320k pensions saw withdrawals of 8% plus last year
Total value of regular pension withdrawals through the year was £11bn
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Investment
Fidelity MPS goes neutral on equities and tilts to high yield bonds
Also increased gold position
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Industry
IHT receipts jump by £100m to £3.8bn as political posturing ramps up
CGT receipts see small rise on last year
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Investment
Clearwater: 90% of fund managers to expand into alternatives
Macro and geopolitical volatility is causing managers to struggle to execute long term, according to the report
Analysis
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Investment
Rathbones’ Coombs: Taking back control
Rathbones’ head of multi-asset on why he is sticking to his fundamentals in the face of an overexcited tech market
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Investment
Head to head: Is it time to look beyond momentum investing?
Sarasin’s Tom Kynge believes the pendulum may be swinging back towards growth, while Schroders’ Liam Nunn makes the case for value
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Investment
Global active ETF assets increase by more than a third in 2026
Year-to-date net inflows reach $500.9bn to the end of June
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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
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
Multi-Asset
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Investment
Why OATs aren’t as healthy you think
France’s deteriorating public finances pose a big risk for bond markets worldwide, writes Tatton’s Dr Issac Kean
-
Investment
Fidelity MPS goes neutral on equities and tilts to high yield bonds
Also increased gold position
-
Investment
Clearwater: 90% of fund managers to expand into alternatives
Macro and geopolitical volatility is causing managers to struggle to execute long term, according to the report
-
Investment
Rathbones’ Coombs: Taking back control
Rathbones’ head of multi-asset on why he is sticking to his fundamentals in the face of an overexcited tech market
-
Investment
Head to head: Is it time to look beyond momentum investing?
Sarasin’s Tom Kynge believes the pendulum may be swinging back towards growth, while Schroders’ Liam Nunn makes the case for value
-
Investment
The lesson value just taught investors
Sparrows Capital CIO Raymond Backreedy looks the recent resurgence of value investing and why maintaining a broad investment strategy is vital
Industry
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Industry
Chris Jones: Confessions of an unregulated mind
The industry often equates more information with better advice. But in reality, more is not always better
-
Industry
SJP shuffles manager line-up and trims corporate bonds
Five external managers added to line-up
-
-
Industry
How the chancellor can bring stability to the great wealth transfer
PXN Investments’ Caroline Flagg discusses the growing tension between long-term inheritance planning and rapidly changing tax policy
-
-
Industry
Burnham’s pension triple lock move prompts strong industry reaction
Triple lock set to become only a double lock
Best Practice
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Best Practice
Oxford Risk: Personalising suitability at scale
While tech has opened up new opportunities to provide personalisation at scale, Greg B Davies argues many are still failing to make the most to it
-
Best Practice
The suitable level of safety: A behavioural look at cash deployment
While cash feels safe, familiar, and flexible, Greg B Davies says once a sensible buffer is in place, excess cash can become expensive
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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