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Perspective announces four further acquisitions and achieves carbon neutral status
Perspective Financial Group Ltd has announce that it has completed four further acquisitions, meaning the Group made 12…
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New fintech platform on a mission to shake-up angel investing in the UK by closing the gender gap
A new fintech platform is shaking-up angel investing in the UK by aiming to address the current gender…
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ONS CPI: “This is a disaster” / “Mortgage brokers feel like the grim reaper right now” – reaction
Following the May inflation data published this morning, there has been an outpouring of concern for the mortgage and…
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Shaping your centralised investment process to meet the new Consumer Duty regulations
Written by Stephen Hunter, Head of Business Development, Momentum Global Investment Management Many advisers will already be experiencing…
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Property investment, allowances and EOW dominate adviser queries in the first half of 2023
Curtis Banks has revealed that property investment, the annual allowance and how to structure expressions of wishes dominated…
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Dynamic Planner partners with M&G Wealth to help advice firms ahead of Consumer Duty implementation
Dynamic Planner, the UK’s leading risk based financial planning system, has partnered with M&G Wealth to launch bulk…
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MorganAsh and Investor in Customers partner to provide Consumer Duty reports
MorganAsh and Investor in Customers have partnered to provide firms with reports to meet the needs of Consumer…
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Individual investors still expect double digit investment returns despite new market environment, finds Natixis IM
Investors around the world remain positive about their finances, despite stubborn inflation, looming recession, and last year’s stock…
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NS&I increases Premium Bonds prize fund rate and Junior ISA interest rate in a summer boost for savers
The Premium Bonds prize fund rate will reach a 15-year high from the July prize draw, with NS&I…
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Podcast #45: Consumer Duty and Vulnerable Clients – Are you ready? With Comentis’ Jonathan Barrett
Consumer Duty is coming at us fast, and along with it, new rules on vulnerable clients for advisers…
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