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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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Autumn Budget Statement – Making the Most of Not Much
Autumn? You could have fooled most of us. With winter’s icy storm force winds causing havoc throughout Scotland and the north east,…
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Daniel Kahneman, on the Fallible Human:
Born 1934 in Tel Aviv, Israel. Currently teaching at Princeton University “The world makes much less sense than you think. The coherence…
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Structured Deficit:
Ignorance about structured products is diminishing, says Ian Lowes, MD of Lowes Financial Management, but there’s still a lack of educational coverage…
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Can the FCA Hear Us Independents At All?
Don't get mad, says Gill Cardy, MD of the IFA Centre – Get Even. But you're going to need some help IFA…
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Rotation? What Rotation?
Michael Wilson believes in Santa Claus, the tooth fairy and his lucky pixie clover leaf. But the Great Rotation? No way: There…
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Structure And Success – Abbie Tanner
Part Three of Abbie Tanner’s Marketing Innovation Engine Programme: How to Create a Structured Business and Marketing Plan One of the first…
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News shorts from the November Issue
The Editor’s pick of the short stories that mattered in October/November 1) Pension management charges came under the spotlight as pensions minister Steve…
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Four Basic Investment Principles
It’s easy to get swept up in the mood of the moment, says Neil Cowell, head of UK sales at Vanguard Asset…
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The FCA’s Enforcement Record
Lee Werrell, Managing Director of CEI Compliance Ltd, gives the FCA a C minus on its post-RDR enforcement record As we are…
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The Human Mind – More Reptile Than Reason
Our brains are wired up all wrongly for investing, says Stephen Spurdon. It’s a wonder we survive at all Many years ago…