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Five Wealth: Why a multigenerational approach to financial planning matters more than ever
Jordan Wheatley, financial planner at wealth management firm Five Wealth, discusses why a multigenerational approach to planning is…
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Reluctance to talk about mental health at work doesn’t mean a reluctance to access mental health support
As Mental Health Awareness Week 2026 focuses on “taking action”, new research from Aviva highlights that despite an…
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FundCalibre: Four elite-rated EM managers following in the footsteps of Mark Mobius
Last month, the financial services industry sadly lost one if its most influential figures, Mark Mobius. Mark spent over…
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12.2 million people face pension poverty in later life
Under the latest National Retirement Forecast (NRF) projections*, a third of UK adults face poverty in retirement, according…
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Lack of communication fuelling step-family inheritance disputes, as 80% of UK adults say their family don’t know their wishes for when they die
Lack of estate planning and communication within families is fuelling a significant rise in inheritance disputes, with blended…
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Why valuations matter when nothing else is certain
Mark Costar, senior fund manager of the J O Hambro UK Dynamic Fund, highlights how rising uncertainty is…
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Strategic bond funds: rebuilding resilience and income in client portfolios
This feature is brought to you in partnership with BNY Investments. Our Q&A with Damien Hill of Insight…
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Meeting younger clients earlier: social media’s growing role in protection discovery
Young people are often assumed to be indifferent to life insurance, but the reality is quite the opposite.…
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UTB bridging launches further service and criteria enhancements including expanding dual legal representation to unregulated cases
United Trust Bank (UTB) has announced further enhancements to its bridging finance criteria, designed to help brokers place more business,…
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‘Hotter than expected’ US inflation rises to 3.8% – industry reaction
Today, the latest US inflation data came in higher than expected, showing a 3.8% gain in CPI over…
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