Chloe Gronow
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Saturn upgrades pioneering AI meeting notes tool for advisers
Saturn has upgraded its pioneering AI Meeting Notes tool to help advisers summarise and review client meetings, enabling them to be compliant…
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Average retail investor more than £8,000 better off by staying the course after Trump’s ‘Liberation Day’ market shock
In the week of President Trump’s visit to the UK, new research from investment platform Lightyear shows that the average retail investor would be…
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AJ Bell: ISA use hits 13-year high as savers rush back to cash
ISA contributions hit a 13-year high in 2023/24, with savers adding £28bn to Cash ISAs and parents putting over £1bn into Junior…
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Cash ISAs subscriptions rise, but many risk missing bigger investment returns
Analysis from St. James’s Place, based on HMRC’s latest savings figures, shows cash ISA subscriptions rose 26% in 2023/24, while stocks and…
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Quilter: HMRC stats show record ISA inflows but £102m lost to LISA penalties
UK savers poured record sums into ISAs last year, with cash deposits surging amid higher rates and fears of allowance cuts. Rachael…
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Pressure on Fed to stimulate growth has far-reaching implications
The Trump administration’s pressure on the Fed to fuel growth may lift markets in the short term, but Rob Agnew, Head of…
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Almost half of UK adults don’t know how much is in their pension
Two-thirds of the Silent Generation and over half of Baby Boomers can’t estimate their pension savings, while more than a quarter of…
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Royal London remains most recommended personal pension and Aviva leads in SIPP market
Advisers continue to concentrate recommendations on a handful of providers, with four firms accounting for 80% of personal pension choices and Aviva…
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Morningstar: Italy is Europe’s priciest active fund market
Morningstar has released its European Fund Fee Study, alongside a Regulatory Landscape, spotlighting the changes shaping the investment industry and the challenges…
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State Street Markets: A word on the BoE on the QT
Judging by interest rate market pricing, this week’s BoE meeting should be one of the least interesting of the major central banks.…
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