Jenny Hunter
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Rathbones research reveals retirement planning drives demand for bespoke investment services
Almost all (97%) independent financial advisors surveyed expect demand to rise for bespoke portfolios managed by third party wealth managers, due to…
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ARC benchmark MPS Index goes live with performance data back to 2013
The new indices, which are free for IFAs, track performance from 2012 and include model portfolios on adviser platforms together with funds…
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Is now the right time to reconsider UK equities?
Written by Joanne Benson, Head of Investments at Copia Capital Given the uncertainty and fast-moving developments in global markets, navigating the current…
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Two-thirds of Premium Bond holders never win a prize despite increase in prizes worth £50 and £100
A Freedom of Information (FOI) request obtained by AJ Bell’s Dodl investing app reveals that nearly two-thirds of Premium Bond holders, equivalent…
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The power of people: how culture and trust shape successful IFA acquisitions
For over two decades, AFH Wealth Management has been steadily acquiring IFA firms, building a business that prioritises long-term stability, strong cultural…
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Funds return to inflow in March but can’t staunch a significant Q1 outflow – Investment Association reports latest fund moves
Investors placed £507 million into funds in March, according to data published by the Investment Association (IA) today. March’s modest inflows were…
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Interest rate impact: savers at risk of looming cuts says Moneyfacts
Mortgage rates continue their downward trend, but savers are at risk of looming Bank of England rate cuts. Moneyfactscompare.co.uk has analysed the average rates…
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Scottish Widows Platform integrates Oxford Risk Investor Compass
Scottish Widows Platform has integrated with Oxford Risk Investor Compass, an end-to-end investment suitability software tool, to help advisers match their clients to…
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The importance of remaining invested
Market volatility can shake client confidence, but history shows that staying invested is key to long-term success. In this article, Brooks Macdonald’s…
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Schroders sponsored report by Impact Investing Institute identifies long-term investment opportunities for wealth managers in impact space
The Impact Investing Institute has published a pioneering report, sponsored by Schroders, designed to help wealth managers understand the competitive landscape and…
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Market recovery has continued: IBOSS’ Thompson shares weekly report
Written by Rupert Thompson, IBOSS Chief Economist, part of Kingswood Group Global equities have continued their recovery, rising a further 2.5% or…
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Retirement fears are rising: but are you ready with the right retirement strategy for your client?
With nearly two thirds of UK adults fearing they’ll run out of money in retirement, advisers are under pressure to offer stable,…
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Falling rates puts pressure on savers to lock in deals finds latest Moneyfacts research
The top fixed bonds have fallen in the past month and consumers are urged to prepare ahead of base rate cuts Moneyfactscompare.co.uk reveals the…
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Estate planning with heart – how award-winning CFP Rhiannon Gogh’s personal experience led to positive change for vulnerable clients
In 2016, when Rhiannon started researching Special Needs Planning, she was met with many curious looks from the professionals she mentioned it…
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Cash ISA shake-up rumours spark rush to accounts in March
Rumours of Cash ISA allowance cuts sparked a rush to ISAs in March, whilst savers poured in £4.2 billion to the accounts…
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What to be aware of when contesting a will
Written by Jenny Ray, Partner at DMH Stallard Financial advisors should be mindful of the growing risk to financial planning strategies involving…
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I’m a clinical expert: Here are eight ways to help your client if you suspect cognitive decline
Written by Beth Yolland-Jones, Clinical Lead at duty of care assessment company Comentis There are three recognised states of cognitive decline; normal…
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The FCA’s five-year vision: an opportunity for firms to reimagine regulation, according to Bernadine Reese, Protiviti
Let’s be honest—when someone says “regulation”, many people in the industry can disengage. But for Bernadine Reese, Managing Director of the Risk…
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Only 5% of advisers see cryptocurrency as an opportunity for investors
Despite recent signs of recovery in the cryptocurrency market, new data from research and insights agency Opinium reveals that only 5% of Independent Financial…
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Government’s consultation on agricultural and business property reforms: how will this affect inheritance tax?
On 7 April 2025, the Department for Environment, Food & Rural Affairs (‘DEFRA’) published its Farming Profitability Review, adding further dialogue to…
