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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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Aviva and FNZ unveil latest innovations to enhance adviser experience
Following the launch of its Onshore Bond on Adviser Platform last month, Aviva is pleased to announce its latest technology developments, in…
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Caring responsibilities among most common customer vulnerabilities, MorganAsh data reveals
New vulnerable customer data from the MorganAsh Resilience System (MARS) has revealed that caring responsibilities are one of the most common life…
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Rathbones analysis reveals active is outperforming passive on fixed income but being outsold
UK investors are risking potentially significant underperformance by following the growing switch to passive fixed income funds instead of taking an actively…
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What will AI bring to Group Protection? Asks L&G
Views from experts spanning condition prevention, early intervention, vocational rehabilitation and reinsurance. L&G today announces the launch of the final instalment from…
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Capgemini World Wealth Report 2025: Why UK advisers face rising risk in the great wealth transfer
The Capgemini Research Institute’s World Wealth Report 2025, published today, reveals the global high-net-worth individuals (HNWIs) population rose by 2.6% in 2024. Now in its 29th edition, the…
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Pure Retirement becomes first lifetime mortgage specialist on Mortgage Broker Tools sourcing platform
Lifetime mortgage lender Pure Retirement has become the first equity release specialist to join mainstream sourcing platform Mortgage Broker Tools, highlighting its…
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FCA mortgage rule simplification is a welcome shift, but firms must ensure no one is left behind
Michael Shand, Managing Principal at consultancy Capco comments on the FCA’s consultation on simplifying mortgage rules, which closes today (4th June 2025). “The FCA’s review into mortgage…
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Chelsea Financial Services urge Maven Renovar VCT board to return cash to investors
Peter Hicks, research analyst at Chelsea Financial Services, has urged the Maven Renovar VCT board to return cash to investors. “Following the…
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Is the CISI’s gold standard Certified Financial Planner™designation worth the climb? We hear from four financial professionals who have gone for gold…
When it comes to carving out a successful career in financial planning, there are several professional qualifications to choose from. But ask…
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Parmenion group reports growth surge and doubling of platform flows
Parmenion today announces its full-year results for the year ending December 2024 reporting robust financial and operational performance. The annual report and…
