Fixed Income in the News
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STEP release: global ‘attitudes to Wealth’ report published on attitudes to wealth and tax
STEP, the professional body for trust and estate practitioners, has today launched a major report Attitudes to Wealth – the first STEP survey of its kind…
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Tax year 25/26: What advisers should shine a light on with clients…
We brought you pre-end-of-tax year advice, and now it’s time to look forward past the 6th of April and toward new planning…
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Ten years of fully subscribed cash ISA investment would leave you with just £213k
Saving £20k per year in cash ISAs for the last ten years would have left you with just £213k, shows analysis by…
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Global Markets, Sentiment Shifts, and Smarter Investing – with Charles Younes, FE fundinfo
In a world where markets seem to pivot on headlines and political rhetoric, staying ahead of the curve is no easy feat.…
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Why holding too much cash could be costing more than you think, according to AJ Bell’s Laura Suter
Cash savings feel safe. That’s the main reason so many people default to them, even when history shows that investing provides significantly…
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AI show down: Is ChatGPT or Copilot the better adviser’s assistant?
AI is rapidly transforming financial services, with tools like ChatGPT and Copilot promising to streamline processes, improve insights, and enhance efficiency. But…
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Guest insight | FCA’s record-breaking year of fines: how can companies stay compliant?
With FCA fines soaring to a record £176 million in 2024—a staggering 230% increase from the previous year—financial firms face mounting pressure…
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Only the feeling that we have ‘reached a limit’ could allow equity markets to move on: State Street Global Advisors
Commenting on President Trump’s tariff announcement, Altaf Kassam, Europe Head of Investment Strategy & Research, State Street Global Advisors, said: The uniformly…
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Marlborough launches expanded multi-asset fund range with new funds and lower charges
Marlborough is launching an expanded multi-asset fund range with new funds added, significantly lower charges and an enhanced investment strategy that will…
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April 5 tax deadline: key steps to not lose out on key savings
With the April 5 tax year end looming, time is running out to maximise tax breaks. Lubbock Fine Wealth Management shares last-minute…
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