Chloe Gronow
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Wealth management is a journey, not a transaction: Simplify’s Nick Clarke encourages intermediaries to rethink their client experience proposition
Simplify’s Nick Clarke explores how wealth management must evolve beyond a transactional model to meet the realities of modern life. Today’s clients…
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LLP tax ‘not rooted in fairness’ and could impede economic growth
The Chancellor is reportedly considering ending the National Insurance exemption for limited liability partnerships (LLPs) — a move that could affect around…
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mallowstreet launches self-service AI to help advisers lower the cost to serve, while enhancing the human connection
mallowstreet, the B-Corp behind the trusted adviser-tech platform SOFI, has launched a major upgrade. SOFI Self-Service is a new function that allows…
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AFH acquires Avidity Wealth Management
AFH Wealth Management is pleased to announce the acquisition of Avidity Wealth Management Limited, a well-established financial planning firm based in St…
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Government refuses to commit to Pension Tax Lock ahead of Budget in response to AJ Bell petition
The government has responded to AJ Bell’s Pension Tax Lock petition, which has gained over 18,500 signatures, but gave no assurances on…
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Sharp and historic drop in gold
After hitting record highs near USD 4,400 per troy ounce, gold saw a sharp correction this week. Claudio Wewel, FX Strategist at…
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PIMFA calls on the Government to prioritise stability and fairness at November’s Budget
The Personal Investment Management & Financial Advice Association (PIMFA), the trade association representing wealth managers and financial advisers across the UK, has…
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Majority concerned about rumoured changes to pension tax-free cash according to research by Nucleus
Three in five (59%) people are concerned about rumoured changes to pension tax-free cash rules in the Autumn budget, research by Nucleus…
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FTSE beats inflation in every 20-year period since 1988 – cash and property fall behind
With UK inflation holding steady at 3.8%, new analysis from Fidelity International (“Fidelity”) highlights the importance of investing to protect the real…
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Property vs Gold: How much would a UK property cost if it were priced in gold?
As gold prices remain above $4,000 per ounce, The Gold Bullion Company has examined what everyday life would look like if the…
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