Long read
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Celebrate your successes, urges Origo CEO, as he offers practical year-end tips for advice businesses
With 2025 just around the corner, Origo CEO Anthony Rafferty is urging financial services companies and teams to celebrate their wins from…
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Strong demand for vulnerable customer expertise as training platform reaches milestone 20,000 completions
The Consumer Vulnerability in Later Life online training provided by Just with content provided by SOLLA, has been completed more than 20,000…
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Gifts valued above £1m made to charities in wills increased by a third last year to £1.1bn as families look to reduce IHT
The value of gifts over £1m made to charity in wills has increased by 33% to £1.1bn from £850m in the last…
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Focus Business Solutions returns to independence after nearly 14 years following successful completion of MBO
Focus Business Solutions has today announced the successful completion of its management buyout (MBO) from abrdn, marking a significant milestone in the…
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It’s a family affair
Family Building Society is carving a strong niche in support of intermediaries and the needs of their clients, all focuses on the…
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Navigating trends, challenges, and opportunities: Five areas to watch in real estate in 2025
By Tom Brown, Managing Director, Real Estate at Ingenious As we move toward 2025, the UK real estate market is navigating a…
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Fund Manager Insight | What’s the small cap catalyst? You’re asking the wrong question here, argues Artemis’ Mark Niznik
When it comes to successful investing in small caps – something Mark Niznik, co-manager of the Artemis UK Smaller Companies Fund, knows…
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FCA announces new proposals to help millions get support with pensions | Including positive reaction from pensions experts
The Financial Conduct Authority (FCA) has set out proposals for extra support for millions of UK savers to help them make better…
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Millions to get better retirement help under radical FCA ‘Targeted Support’ reforms – reaction from AJ Bell’s Tom Selby
Following the statement released by the FCA this evening, with proposals for extra support for millions of UK savers to help them…
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New US inflation data gives investment managers food for thought | Reaction
Key inflation data released in the US today has got asset managers talking, especially ahead of the second Trump Presidency which starts…
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