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Trending Articles
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Deepbridge Capital and RSM UK launch Autumn Tax Planning Masterclass series
Venture capital investment manager Deepbridge Capital is pleased to announce the launch of its Autumn 2025 Tax Planning…
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Mortgage & Property experts respond to the latest HMRC property transactions data
Following the release of the latest HMRC property transaction figures, we hear from a range of experts, who have shared…
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Advisers trapped by traditional marketing tactics and tight budgets, Unbiased study shows
New research by Unbiased, the UK’s leading financial advice platform, reveals that financial advisers are facing an uphi…
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Moneyfacts: Why are mortgage rates climbing again?
Mortgage rates have started to creep up again despite a recent cut in the Bank of England’s base rate, as rising swap ra…
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Summer of legal shakeups: what financial planners need to know
Business and Development, Exclusives
In a summer marked by landmark family law rulings, financial planners and lawyers face significant implications for how…
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Schroders: Five perspectives on how cheap UK equities really are
Value Fund Manager and Research Analyst, Tom Grady at Schroders, assesses whether UK equities are fundamentally cheap re…
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Consumer Duty has not shortened the small print; financial T&Cs remain as long as classic novels two years on
Two years since the Financial Conduct Authority’s (FCA) Consumer Duty came into force, and Fairer Finance’s latest analy…
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Fidelity International: Why gold’s long-term case is stronger than ever
Despite sharp gains, gold continues to play a key role in portfolios, backed by resilient demand, policy uncertainty and…
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Skillcast: Why the Leeds Reforms make training a C-Suite responsibility
When the Chancellor stood up in Leeds to announce her reforms, the headlines honed in on “cutting red tape”. But, unlike…
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Evelyn Partners: AUM and asset flows update for the six months ended 30 June 2025
Evelyn Partners reveal that they generated £3.7 billion of gross new assets in H1 2025, with AUM reaching an all-time hi…
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Kennedy Gets Top Change and Tech Job
Jonathan Kennedy has been appointed Director of Change & Technology at the global investment manager Standard Life Investments. He joins from Virgin…
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Advisers See Pension Freedom Changes As Biggest Development Opportunity
The vast majority of financial advisers (90%) see the UK pension freedom changes as their single biggest business development opportunity. This is…
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Key FAMR Issues
The key issues surrounding the Financial Advice Market Review (FAMR) are, according to leading experts from across the industry, a need for…
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EISA Director General To Step Down
The Director General of the Enterprise Investment Scheme Association (EISA) is to step down. Sarah Wadham, who’s held the position for three…
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Biddle Appointed Senior Business Development Manager
David Biddle has been appointed a Senior Business Development Manager at the discretionary fund manager Standard Life Wealth. He has responsibility for…
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AIM Masterclass From Octopus
A masterclass on the Alternative Investment Market, with Octopus Investments. Thursday 18 February, 11am. Click here to register. Discover why the Alternative…
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Sanlam Continues Fight Against Prostate Cancer
Sanlam is continuing its sponsorship of the Go Dad Run series, which boosts awareness of men’s health issues and raises money for…
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CS Healthcare Appoints New CEO
Specialist insurance provider CS Healthcare has appointed a new Chief Executive Officer. James Parker joins from global health service provider Cigna Healthcare,…
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Greyfriars Acquires Independent Financial Services Division
Wealth specialists Greyfriars Asset Management has acquired the Independent Financial Services Division of Chesham Insurance Brokers. Greyfriars, which is based in Leicester…
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Killik Launches New Multi-Asset Service
Private client stockbroker and wealth manager Killik & Co has launched a new a multi-asset service designed for sophisticated investors with portfolios…