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Commonhold won’t work without managing agent reform
Louise Uphill, Senior Associate at Moore Barlow LLP and a member of ALEP (the Association of Leasehold Enfranchisement…
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MPS under the microscope: how should you evaluate an MPS to ensure it meets the requirements of Consumer Duty?
As more advisers shift towards outsourced investment management, Andy Miller of Quilter explores what’s driving the trend —…
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Firms urged to review systems as new guidance sets the standard for customer vulnerability management
Financial services firms must urgently review their IT systems and processes for managing customer vulnerability, experts warn as…
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Tax pressures and falling rates put savers on alert
An expected base rate cut and frozen tax thresholds threaten savers’ returns, so they should act quickly to…
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Active funds endure a dreadful decade – just 24% have beaten an index tracker
AJ Bell’s new Manager versus Machine report paints a stark picture for active fund management, showing long-term underperformance,…
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UK Managed Portfolios: Growth of passive holdings contributes to falling costs
Managed Portfolio Services (MPS) have become a cornerstone of financial advice in the UK, offering advisers a streamlined…
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Will the Federal Reserve and Bank of England sprinkle some seasonal goodwill on financial markets and salvage the Santa Rally?
With global markets off to a sluggish December and investors debating whether a Santa Rally will appear, Pacome…
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32% of employers do not currently measure the impact of sickness absence (GRiD research)
A third (32%) of employers do not currently measure the impact of sickness absence on their organisation, according…
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What the Autumn Budget means for advisers when it comes to proactive, tax-efficient planning
With the Chancellor’s Budget tightening tax rules and shifting incentives for savers and investors, Tom Hawkins, Head of…
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Discretionary MPS assets set to surpass £200bn after surging a third in a year
Discretionary MPS assets are set to surpass £200bn after surging by a third (32%) in a year, defying expectations…
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