Sue Whitbread
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BNY Investments and NextWealth UK retirement advice survey finds advisers evolving their propositions
Research from BNY Investments released today, reveals financial advisers are evolving retirement advice approaches to better address client planning needs, against a…
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ISIO’s Mark Campbell comments ahead of tomorrow’s Spring Statement
While expectations are that the Chancellor’s Spring Statement tomorrow is unlikely to bring significant changes for advisers, Mark Campbell, Head of Wealth…
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Market perspectives: Middle East conflict, Columbia Threadneedle’s Willis assesses market impacts and implications
The latest military action in the Middle East has injected fresh uncertainty into global markets, following major combat operations launched by the…
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12 practical steps to help your clients prepare for the 2027 IHT changes
Aegon’s Elain Cruickshank shares practical tips to help advisers better support client needs given the changes, especially to pensions, that lie ahead.…
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Fintech ammonite-ai launches AI-powered Planbot, slashing report writing times for advice firms
Today, ammonite-ai is officially launching Planbot, its AI-powered report writing and file note software aimed at advisers and their businesses. With report…
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Spring Statement: Blockbuster unlikely, but announcements could weigh on UK economy & personal finances
Whilst the Chancellor is unlikely to announce any major policy decisions in next Tuesday’s Spring Statement, we will get to hear the…
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Pick ‘n’ mix platform strategies persist as Model-b seen as a trade-off in latest NextWealth report
The shape of the adviser platform market is being moulded less by headline model shifts and more by execution, according to NextWealth’s…
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NS&I reduces prize fund rate and lengthens odds for Premium Bonds
NS&I has reported this morning that it is reducing the Premium Bonds prize fund rate to 3.30% with effect from the April…
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How the 2020s are seeing markets take on a very different shape from the 2010s – latest analysis from AJ Bell’s Russ Mould
As we all know, Bitcoin, equities and bonds did best for investors in the 2010s, while commodities lagged behind. But the picture…
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Tax planning and retirement income are top priorities for 2026 | Morningstar Wealth’s Steve Owen shares practical tips
With the end of the tax year looming and numerous changes from last November’s Autumn Budget coming into effect, tax planning and…
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