Latest Stories
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Investment
Credibility check: How far must the Fed go to tame inflation?
The Fed is being forced to defend its credibility using policy tools that may do little to address the real sources of price pressure, writes Albemarle’s Fahad Hassan
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Investment
What financial advisers should understand about alpha vs beta in fixed income
Alpha and beta can help advisers identify the true drivers of performance, writes Nedgroup’s David Roberts
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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
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
Credibility check: How far must the Fed go to tame inflation?
The Fed is being forced to defend its credibility using policy tools that may do little to address the real sources of price pressure, writes Albemarle’s Fahad Hassan
-
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
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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
-
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
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