Long read
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The benefit of tranching within tax-efficient investing: Part 2 of our Q&A with Jenson’s Jeffrey Faustin
Following the first part of our interview with Jenson’s Chief Investment Officer, Jeffrey Faustin, where we discussed the benefits to advisers’ clients…
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FCA’s Sustainability Disclosure Requirements (SDR) and investment labels: Edentree’s Esguevillas comments
Written by Carlota Esguevillas, Head of Responsible Investment, EdenTree Last year the FCA published its long-awaited “Sustainability Disclosure Requirements (SDR) and investment…
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Majority of advisers plan to increase clients’ exposure to AIM over the next 12 months
New research with 100 UK financial advisers and wealth managers, by TIME Investments, which specialises in tax-efficient investment services, reveals that the…
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Brits braced for a gloomy 2024 as two thirds expect UK to enter a recession
New nationally representative research from wealth manager Quilter, gathered by YouGov, reveals that almost two thirds (61%) of Britons are not confident…
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Four Trends That Will Shape the Wealth Management Sector in 2024
Written by Nilesh Vaidya, Global Industry Head of Retail Banking and Wealth Management, Capgemini The wealth management sector continues to face pressure…
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“Today’s wage growth is tomorrow’s spending power” – comment from Charles Stanley on wage growth
As wages start to slow, Rob Morgan, Chief Investment Analyst at wealth manager Charles Stanley, explains the impact on the Bank of…
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Managing clients’ specialist finance needs: A Q&A with Tuscan Capital’s Jaxon Stevens
Jaxon Stevens, Sales Director at short-term property finance specialist lender, Tuscan Capital spoke exclusively to IFA Magazine about the UK Property Market and…
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Fidelity International reinforces its sustainability commitments for 2024 driven by four systemic themes
As 2024 begins, Fidelity International reinforces its commitment to sustainable investing by focusing its approach around four systemic themes where there are…
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PIMCO give their economic insight on ‘Navigating the Descent’
PIMCO has recently published a new 6 – 12-month economic outlook for global markets and economies. In the report, authors Tiffany Wilding, Economist,…
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Product and process improvements paying dividends with brokers
Written by Dave Castling, head of intermediaries at Atom bank This time of year is often a period for reflection, to look…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
