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New study shows top 11% of households own 73% of investment assets
A stark wealth divide is reshaping Britain’s financial landscape, with just 11% of households now controlling nearly three-quarters…
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Advisers need to play greater role in client wellbeing
As we mark World Wellbeing Week, financial advisers need to step up their game and offer more emotional,…
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Flexible energy pricing could save households money – but Resolution Foundation highlights risks for lower-income families
Moving away from the Ofgem fixed price cap and towards a flexible system of energy pricing – where…
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Transact unveils latest Integration with intelliflo App
Transact is pleased to announce its partnership with intelliflo, designed to reduce rekeying, save advisers time and maintain…
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7IM appointments Matthew Yeates and Shanti Kelemen as Co-Chief Investment Officers
7IM has announced that it has appointed Matthew Yeates and Shanti Kelemen as Co-Chief Investment Officers, both reporting directly to CEO Dean…
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Weatherbys head of financial planning wins top industry award
Nathan Valbonesi CFP™ Chartered FCSI, who leads the growing investment and wealth advice team at Weatherbys Private Bank,…
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AJ Bell launches app-based advised platform Touch to tackle growing ‘advice gap’
AJ Bell is pleased to launch AJ Bell Touch, a new streamlined platform to help financial advisers implement…
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Advisers see fixed income opportunities yet are mindful of implementation risk – BNY Investments research reveals
The Bank of New York Mellon Corporation (“BNY”) (NYSE: BK), today announces new research from BNY Investments which reveals how UK…
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Here’s how to navigate the PI insurance cycle and why chasing cheap premiums can often backfire
Written by Jonathan Newell CEO & Founder of BareRock Limited After 30 years in the Professional Indemnity Insurance…
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Analyzing the Law Commission’s proposed wills reforms: a private client perspective from Russell-Cooke
Written by Angharad Lynn, Partner in the Private Client team at law firm Russell Cooke. An English Will…
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