Long read
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Mastering Suitability Reports Part 3: Striking the right balance
Suitability reports are a crucial part of the financial advice process, but let’s face it—most clients probably aren’t that excited about reading…
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Retirement income review prompts revisits to processes
Two-thirds of advisers have made changes to their processes as a result of the FCA’s Thematic Review of Retirement Income Advice, according…
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Square Mile Academy of Funds: Ratings Round-Up for October 2024
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 64 interviews with investment professionals from 40 asset management groups during October 2024.…
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Unlocking opportunities in the evolving UK property market
The UK property landscape is evolving, driven by mega trends and sustainability challenges. Matthew Norris, Fund Manager of the VT Gravis UK…
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Autumn Budget 2024: Will everyone be a winner in the property world?
Here is our round-up of what our new Chancellor, Rachel Reeves, announced on Wednesday 30th October. Landlords and tenantsAllison Thompson, National Lettings Managing…
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PruFund: smoothing the path to more stable returns and secure retirements
In an era of market unpredictability, PruFund solutions stand out with an innovative smoothing mechanism that can help deliver more stable and…
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Talking Trumponomics: what lies behind Donald’s plan to put ‘America first’
By Charles-Henry Monchau, CIO at Syz Group From Elon Musk as financial performance Czar to lower taxes, Syz Bank CIO Charles-Henry Monchau…
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Gresham House and Thriving Investments form UK affordable housing partnership
Thriving Investments, the socially conscious fund manager which is part of the Places for People (PfP) group and is focused on the…
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HMRC warning around Budget pension speculation strengthens case for Pensions Tax Lock says AJ Bell’s Vahey
With serious rumours circulating ahead of yesterday’s budget, that there would be changes to pensions tax-free cash, it seems clear that many…
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CGT rise in today’s budget underlines the importance of ISAs, which remain unscathed, says Evelyn’s Jason Hollands
Sharing his reaction to today’s budget statement, Jason Hollands, Managing Director at Evelyn Partners, the wealth manager which looks after c£63 billion…
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