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Trending Articles
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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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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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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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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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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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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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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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Carlyle to acquire intelliflo from Invesco
Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm, announced t…
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DeVere Launches HNW Division
DeVere UK has launched a new High Net Worth division. The company is part of the deVere Group, one of the world’s…
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Succession Forks Out £9.5m For Acquisitions
Succession Holdings has acquired four more IFAs for a total of £9.5m. The firms are part of Succession’s 80-strong membership and will…
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Simpler Advice Model Would Help Says MetLife
New research commissioned by MetLife concludes that the cost of providing advice is the biggest barrier to advisers offering their services to…
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Fairstone Adds Avidus Scott Lang
Fairstone Group has added Sale-based IFA Avidus Scott Lang to its roster. The Group incorporates one of the largest Chartered Financial Planning…
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Julius Baer Strengthens Management
Julius Baer is growing its London and Dublin businesses with five senior management appointments. The new personnel will boost its front office…
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Most Financial Advisers Apprehensive About Future Workplace Changes
New research reveals that some 88% of financial advisers are apprehensive about future changes in their workplace. Particularly, they are worried about…
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Hartmoor Launches First Structured Products for UK Retail Investors
Hartmoor Financial, the trading name of Target Servicing, has launched its first structured products for UK retail investors. The products are available…
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Aviva Investors Boosts Senior Management Team
Aviva Investors has made two senior hires. In comes David Clayton as Chief Financial Officer and Mike Craston joins as Global Head…
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Fairstone Expands Teesside Office
Fairstone Financial Management has expanded its Teesside office. The business, which was formerly known as Belasis IFA, has now moved into new…
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Trade Body Publishes Response To HM Treasury
The trade body for financial advisers has today published its response to HM Treasury’s Public Financial Guidance Consultation. The Association of Professional…
