Investments & Savings
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The importance of collaboration in M&A
Definition; The situation of two or more people working together to create or achieve the same thing: A Common Goal It is…
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UK bond buyers beware
Al Cattermole, Portfolio Manager, Mirabaud Asset Management How to avoid hidden home market concentration risk Having international exposure in your equity allocation…
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Russell Investments’ 2023 ESG Manager Survey
Russell Investments today released results from its ninth annual ESG Manager Survey, which offers valuable insights into the evolving landscape of ESG…
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Study reveals wealth managers are overly reliant on intuition and client self-assessment when determining risk levels for clients
European wealth managers are relying too much on their own intuition and clients’ own self-assessment of their suitable risk level, according to…
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Post Peak: navigating the post-pandemic global economy
As countries around the world continue their efforts to quell the post-pandemic inflationary spike, central banks are reaching the end of their…
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High charging trackers could be costing investors thousands
Investors could be paying far more than necessary for tracker funds, with new analysis from AJ Bell illustrating how investors could see…
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Falling confidence: A third of people in the UK feel they have made poor financial decisions in the past two years
The UK’s sustained cost of living crisis is eroding people’s confidence in managing their money, with a third (33%) feeling they have…
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IHT on track to set new record with freeze on tax free limits costing up to £169,000 per family
Laura Suter, head of personal finance at AJ Bell, comments: “The Treasury collected almost £4bn in inheritance tax (IHT) revenues in the…
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How many providers are really Consumer Duty compliant in the sustainable investment space?
Advisers are entirely reliant on fund managers providing accurate information that can be understood by clients. The providers should have been Consumer…
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Opinion offer: How consumers can ensure their savings are making a positive impact
By Ecology Building Society CEO Gareth Griffiths Three-quarters of savers want their investments to have a positive impact on the environment and society. And yet awareness…
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