Investments & Savings
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Aviva keeps top spot in Defaqto Platform Service review -which also finds most advisers changing platforms ahead of Consumer Duty
Defaqto’s newly released annual Platform Service Review for 2023 has found that more than a quarter (28%) of advisers had changed one…
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ISA Recommendations: Financial advisers’ investment company picks for young, middle-aged and retired investors
As the end of the tax year approaches, savers have just a few weeks to make the most of their £20,000 annual…
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Funds and trusts that have made ISA millionaires – AJ Bell
Written by Laith Khalaf, head of investment analysis at AJ Bell. “There are basically three magic ingredients to becoming an ISA millionaire.…
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NS&I Premium Bonds March millionaires come from Nottinghamshire and Oxfordshire, as over £25 billion in prizes paid out since first ever prize draw
Over £25 billion in Premium Bonds prizes have now been paid out to winners since the first ever draw in 1957, as…
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M&G’s Catalyst commits $300 million to innovative intellectual property-backed businesses through a strategic collaboration with Aon Advantage Funds
M&G Investments announces it has invested in a new strategy designed to finance innovative intellectual property-backed businesses, primarily in North America. Launched…
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Is consolidation the route to a strong advice market?
Written by Ian Partington, CEO, Third Financial Consolidation has been a notable feature of the wealth management and financial advice industries over…
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Evelyn Partners Core MPS team significantly increases exposure to fixed income assets in latest re-balance
In its latest re-balance of portfolios, the Evelyn Partners Core Managed Portfolio Service (MPS) team has significantly increased exposure to fixed income assets,…
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Pound gains ground and UK stocks rise on fresh Brexit breakthrough
Written by Susannah Streeter, head of money and markets, Hargreaves Lansdown There’s extra jaunt to the upbeat mood on the markets now…
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AIC launches investment company accreditation to help financial advisers build their knowledge
The Association of Investment Companies (AIC) has launched a new programme of study to help financial advisers, financial planners and paraplanners strengthen their knowledge…
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Is 2023 shaping up to be the year for bonds? According to LGIM’s Matthew Rees, the answer is ‘yes’
There can be little doubt that 2022 was one of the most turbulent and difficult years on record for bond investors. However,…
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