Fixed Income in the News
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How ongoing suitability review costs are plaguing advice firms
Advice firms are finding it increasingly difficult to offer ongoing reviews to their lower-value clients without incurring losses. Wealth Wizards conducted research…
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CCLA’s Better World Global Equity Fund now on 27 leading intermediary & direct-to-consumer platforms
CCLA Investment Management, a sustainable investment pioneer, have announced that it’s Better World Global Equity Fund, is now available to UK investors through…
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Reporting of sustainable investments improving but could do better, finds new report
The number of advisers who report to all clients on the sustainable nature of their investments has jumped by 29% in 12…
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Study: Pension funds, other institutional investors and wealth managers to increase their focus on yield
Nearly nine out of 10 professional investors plan to increase their focus on yield as opposed to growth in the next five…
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The Importance of Brand Personality in the Modern Banking World
Written by Claire Keating, principal of the Financial Services Leadership Team at Marks & Clerk The landscape of banking has changed in recent…
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The complexities surrounding the abolishment of the LTA and the implications for advisers
Written by Nicola Butterworth, Advice and Compliance Director at ValidPath There were a number of significant pensions and rate-related changes announced as…
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Precise Mortgages launches new residential range with additional support for adverse challenges
Precise Mortgages, part of the OSB Group, has launched a new range of residential products combining lower rates with a wider choice…
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The Private Wealth Management Summit
The Private Wealth Management Summit is an invitation-only, premium summit bringing leading private wealth management investors and innovative fund managers and consultants.…
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Boosting monthly pension contributions by 2% could leave clients £108,000 better off in retirement
Topping up pension contributions by just 2% over the course of a career could lead to £108,000 more in retirement, new analysis…
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More than 25% of over 50s forced to dip into savings
Handelsbanken Wealth & Asset Management research shows the sacrifices many over fifties are having to make due to the cost-of living-crisis More…
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