Latest Stories
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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
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Industry
Standard Life sees over-75 annuity demand quadruple as IHT change looms
Up from from 1.3% to 5.5% in two years
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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
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Investment
Aberdeen raises prospect of a ‘new normal’ in fixed income
Short-dated credit increasingly being used as a core building block
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Investment
SpaceX IPO: AJ Bell says demand ‘through the roof’ as trackers and gold ditched
Five times more applications than any other IPO in past decade
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Industry
Pacific AM launches Efficient Diversification fund
The new strategy will aim to provide access to value, momentum and carry in FX and liquid rate markets
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Industry
Transact launches IHT planning tool ahead of rule change
‘Rapidly increasing’ adviser demand for help with intergenerational wealth transfers
Analysis
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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
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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
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Industry
SJP’s Justin Onuekwusi: ‘Listen and be humble’
The CIO discusses the decision to disaggregate the company’s charging structure
Multi-Asset
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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
-
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
-
-
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
-
Investment
Charles Stanley: One-third of IFAs switch to MPS for portfolio construction
32% of financial advisers now favour MPS solutions when constructing client portfolios, and 87% are more likely to recommend them
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Industry
Discretionary MPS assets jump by a third to top £200bn
NextWealth report finds MPS market continues to grow at fast pace
Industry
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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’
-
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
-
Industry
Standard Life sees over-75 annuity demand quadruple as IHT change looms
Up from from 1.3% to 5.5% in two years
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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