BNY Investments
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Steve Webb: Millions of pension records ‘set to be deleted’ – could ‘fatally’ undermine efforts to correct state pension errors
A new FOI reply received by Steve Webb has revealed that there is a risk of millions of historic state pension records…
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Fidelity’s Market Week: Tom Stevenson, Fidelity International, comments on gold – and other market forces this week
Gold surges and global markets roar ahead as investors chase safe havens and growth opportunities. Tom Stevenson, Investment Director at Fidelity International,…
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Why early estate planning is key to effective generational wealth transfer | legal insight for advisers from Collyer Bristow experts
When it comes to passing on wealth, hindsight is no substitute for foresight. In this exclusive IFA Magazine article, we’re grateful to…
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Private client portfolios rise in Q3 as sentiment towards bonds falls
New analysis from ARC Research shows private client portfolios continued to perform strongly in Q3, but sentiment among CIOs towards bonds has…
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Fidelity Personal Investors balance safety and growth as cash and gold funds dominate in September
Investor behaviour on Fidelity International’s (“Fidelity”) Personal Investing platform in September highlighted a two-pronged approach to markets. While significant flows went into cash, money…
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Burnout epidemic: London beats New York, Singapore and Sydney
New global research by Instant Offices has revealed that London tops the list of the world’s most burnt-out cities, as employees turn to Google in…
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A strategic and tactical business development roadmap for financial advisers | David Batchelor, Wills & Trusts Partnership Ltd
David Batchelor, Founding Partner of Wills & Trusts Partnership Ltd and co-founder of the Personal Finance Society, shares the lessons he’s learned…
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Ten reasons why the FTSE 100 could hit 10,000 by Christmas
Neil Wilson, Investor Strategist at Saxo UK, says the FTSE 100’s steady climb could see it reach 10,000 by Christmas. Valuations, dividends,…
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From assumptions to acquisition: How advisers are turning feedback into a growth engine | Emily Wastie, VouchedFor
Emily Wastie, Head of Firms at VouchedFor, explains how client feedback is transforming advisory businesses. Firms are using insights from prospects and…
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AI isn’t the threat; ignoring it is | Karen Barrett, Unbiased
Karen Barrett, founder and CEO of Unbiased, examines how digital automation and AI are transforming financial advice. She notes that while advisers…
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Moneyfacts: Loyalty costs savers as top rates dip
Falling bond rates and sticky inflation mean savers who stay loyal risk missing out on the most competitive returns. Moneyfactscompare.co.uk reveals the state of…
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Why building an adviser business is all about selling a need | Katie Brinsden, Truly Independent
Katie Brinsden of Truly Independent argues that investors’ £2bn August exodus from equity funds, along with record bond redemptions and the first…
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Investors pull £1.8bn from funds in August as caution widens
Retail investors pulled nearly £2bn from equity funds in August, IA data shows, while government bond funds saw record redemptions. Hargreaves Lansdown’s…
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6 easy first steps to client acquisition | Damian Davies, The Timebank
Damian Davies, founder of The Timebank, shares six practical steps advisers can take to attract new clients and grow their businesses. Drawing…
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Consumer Duty two years on: Consumer understanding outcome drives creative thinking | Chris Jones, Dynamic Planner
Two years after its introduction, Consumer Duty continues to reshape how firms engage with clients. In this instalment, Dynamic Planner’s Chris Jones…
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Gilt fears overblown amid undue bearishness about UK bonds
Fears over gilts being trapped in a doom loop are overblown amid undue bearishness over the UK fixed income market, according to…
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AJ Bell: UK active fund managers bounce back in historic year for the stock market
AJ Bell highlights a strong year for UK equities in 2025, with certain actively managed funds outperforming the broader market. In the…
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Gold just made a record monthly jump in British Pounds, adding over £300 per Troy ounce across September
Gold just made a record monthly jump in British Pounds, adding over £300 per Troy ounce across September according to analysis from…
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AI boom is built on fundamentals, and not hype
Dom Rizzo, who manages the Global Technology Equity strategy at T. Rowe Price, believes the AI boom is grounded in fundamentals, with…
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Gold hits $3,700 record: How the strength of the dollar impacts gold prices in the UK
Gold hit record highs in September, reaching over $3,700, and with Trump and US policies taking centre stage in the news, many are…
