Meg Bratley
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The times they are a-changin’: Quilter Cheviot’s Richard Carter shares analysis on how multi-asset fund strategies are adapting
Reflecting on Bob Dylan’s words written more than 60 years ago, nowhere are changin’ times more apparent than in what’s been going…
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Retail investment bounces back as Bank Rate cut again
The latest insights from Rightmove reveals a bounce back in demand to invest in the retail sector. Demand to invest in the…
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Supreme Court judgment impacts on future tax and estate planning
Written by Sarah Ingram, Partner and Head of Family Law at Winckworth Sherwood The Supreme Court’s recent decision on Standish v Standish [2025] UKSC…
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Dynamic Planner sees record £100bn client holdings as consumer duty marks 2nd year
Ahead of the 2nd anniversary of Consumer Duty on 31st July, Dynamic Planner, the UK’s leading digital advice platform, now has a record £100bn…
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98% of LISA holders are ‘reliant’ on bonus to achieve homeownership aspirations
Nearly all of those who hold a Lifetime ISA (LISA) feel ‘reliant’ on the 25% bonus in order to purchase a home,…
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IBOSS launches blended MPS range to deliver cost-efficient active management for today’s markets
IBOSS Asset Management, part of Kingswood Group, has launched its new Blended MPS — a discretionary portfolio solution designed to meet the…
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Majority of mutuals report AUM growth and Own Funds increasing
Broadstone’s 2024 Solvency and Financial Condition Report (SFCR) Analysis finds a mutual and co-operative sector that is financially resilient with growing assets…
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ASK Partners’ Daniel Austin sets out how and why stabilising the property market ahead of Autumn Budget is so important
With much speculation in the national media this past few days about what might be revealed in the budget, in the following…
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New research provides key insights on the future of advice and demand for new advice services
New insights from AdviserSoftware.com’s “Building the Business Case for Digital Advice” study shows these conclusions have been reached by understanding consumer preferences considered by…
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Mortgage broker optimism rises for residential market, base rare cuts expected, HSBC UK survey reveals
New insights from HSBC UK’s latest Mortgage Broker Barometer indicate a growing sense of optimism among mortgage brokers regarding the residential property…
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