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Industry professionals react to February’s HMRC property transactions data
UK monthly property transactions picked up slightly in February, with HMRC reporting 102,410 completions. While this marks a…
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Liberation Day, one year on: a lesson in active management
One year after Donald Trump’s ‘Liberation Day’ tariffs sent shockwaves through markets, threatening to lift US tariff rates…
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Intergenerational planning in practice | IFAM 147 | April 2026
The future of family wealth today This month’s issue brings together a strong mix of themes around how…
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Rosemount Financial Solutions (IFA) launches check2 KYC tool
Rosemount Financial Solutions (IFA), the mortgage, protection, and financial planning network, has launched check2, its own proprietary Know…
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The best-performing fund brands according to 2026 Broadridge Fund Brand 50 report
The latest edition of Broadridge’s Fund Brand 50 (FB50), an annual research study by global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR), was…
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FTSE 100 dividend forecasts hold firm for now
Russ Mould, investment director at AJ Bell, looks at how the war in the Middle East has knocked…
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Inheritance tax planning set to become more complex as business relief rules change, warns Aberdeen Adviser
Financial advisers and paraplanners may need to revisit estate planning strategies for business owners and investors ahead of…
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L&G’s Mortgage Club partners with AI-powered client onboarding platform Keychain
L&G’s Mortgage Club has partnered with Keychain to give club members access to the AI-powered platform, helping to…
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HealthWise app sees significant uplift in usage across all core services – The Exeter
UK health and life insurer The Exeter has reported a significant uplift in usage across all core services. With a…
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Testing the outsourced review model | a real-world case study for IFAs
In the first two articles in this series, Rethinking annual reviews: the hidden constraint in UK advice firms and Measuring…
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