Investments & Savings
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Dynamic Planner index shows investors growing more resilient to market shocks
The latest findings from Dynamic Planner’s Financial Happiness Index™, a barometer built on the views of 4,000+ people every month, reveal that UK financial happiness…
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Bereavement support can’t begin at the point of crisis
Anyone who has experienced losing a loved one will know it is one of the most emotionally challenging periods in your life.…
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The UK’s hidden £19bn ‘family savings economy’ is quietly funding the next generation
Millions of UK adults are quietly building a vast family savings economy that is helping fund the next generation, according to new…
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When will SpaceX become part of index funds and portfolios?
James Flintoft, head of investment solutions at AJ Bell, examines what SpaceX’s blockbuster market debut means for passive investors and portfolios built…
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IFAs increasingly want more than “off-the-shelf” MPS: they want a seat at the table
Increasingly, advisers are telling us the same thing, says Rebecca Stein, Head of Product at Charles Stanley, part of Raymond James Wealth…
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Scottish Friendly reports 84% year-on-year increase in Q1 ISA opening values
The amount of money people invest when they first open an Individual Savings Account (ISA) has jumped by 84% in a year,…
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RBC Wealth Management’s Global Insight 2026 midyear outlook
RBC Wealth Management’s Global Portfolio Advisory Committee has published its Global Insight 2026 Midyear Outlook, providing analysis of the key headwinds and…
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How to boost client outcomes with fixed income
Fixed income is once again an asset class where skill, selectivity and strategic thinking can make a meaningful difference to eventual client…
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Fed expected to stay put this week, according to MFS IM
Kish Pathak, Fixed Income Research Analyst & Erik Weisman, Chief Economist & Portfolio Manager of MFS Investment Management have shared their insights…
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70% of UK SMEs fear bankruptcy as Iran war hampers supply chains and drives costs higher
UK SMEs trading internationally are facing a tipping point, with seven in ten warning they could be pushed into bankruptcy if disruption…
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