Platforms
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Direct platforms deliver tour de force in Q125 finds Fundscape
It was a stuttering start to the year for as markets navigated geopolitical tensions and mixed economic data. The golden child of…
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Estate planning with Family Investment Companies – controlled wealth transfer
As we approach the ‘Great Wealth Transfer’—the largest generational wealth transfer in history—and navigate an increasingly complex tax landscape, estate planning has…
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Common misconceptions about wills and law of succession revealed
New research from Canada Life reveals that many UK adults are misguided in their knowledge about estate planning, wills and the laws of…
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Rathbones research reveals retirement planning drives demand for bespoke investment services
Almost all (97%) independent financial advisors surveyed expect demand to rise for bespoke portfolios managed by third party wealth managers, due to…
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ARC benchmark MPS Index goes live with performance data back to 2013
The new indices, which are free for IFAs, track performance from 2012 and include model portfolios on adviser platforms together with funds…
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Is now the right time to reconsider UK equities?
Written by Joanne Benson, Head of Investments at Copia Capital Given the uncertainty and fast-moving developments in global markets, navigating the current…
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Two-thirds of Premium Bond holders never win a prize despite increase in prizes worth £50 and £100
A Freedom of Information (FOI) request obtained by AJ Bell’s Dodl investing app reveals that nearly two-thirds of Premium Bond holders, equivalent…
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Funds return to inflow in March but can’t staunch a significant Q1 outflow – Investment Association reports latest fund moves
Investors placed £507 million into funds in March, according to data published by the Investment Association (IA) today. March’s modest inflows were…
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Interest rate impact: savers at risk of looming cuts says Moneyfacts
Mortgage rates continue their downward trend, but savers are at risk of looming Bank of England rate cuts. Moneyfactscompare.co.uk has analysed the average rates…
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Scottish Widows Platform integrates Oxford Risk Investor Compass
Scottish Widows Platform has integrated with Oxford Risk Investor Compass, an end-to-end investment suitability software tool, to help advisers match their clients to…
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The importance of remaining invested
Market volatility can shake client confidence, but history shows that staying invested is key to long-term success. In this article, Brooks Macdonald’s…
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Schroders sponsored report by Impact Investing Institute identifies long-term investment opportunities for wealth managers in impact space
The Impact Investing Institute has published a pioneering report, sponsored by Schroders, designed to help wealth managers understand the competitive landscape and…
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Market recovery has continued: IBOSS’ Thompson shares weekly report
Written by Rupert Thompson, IBOSS Chief Economist, part of Kingswood Group Global equities have continued their recovery, rising a further 2.5% or…
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Falling rates puts pressure on savers to lock in deals finds latest Moneyfacts research
The top fixed bonds have fallen in the past month and consumers are urged to prepare ahead of base rate cuts Moneyfactscompare.co.uk reveals the…
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Cash ISA shake-up rumours spark rush to accounts in March
Rumours of Cash ISA allowance cuts sparked a rush to ISAs in March, whilst savers poured in £4.2 billion to the accounts…
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Only 5% of advisers see cryptocurrency as an opportunity for investors
Despite recent signs of recovery in the cryptocurrency market, new data from research and insights agency Opinium reveals that only 5% of Independent Financial…
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Scottish Widows to launch Long Term Asset Fund
Scottish Widows is set to launch an open-architecture Long Term Asset Fund (LTAF) later this year, pending regulatory approval. This initiative is…
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St. James’s Place shares views ahead of Trump’s first 100 days in office tomorrow
Sarah Ruggins, Head of Investment Specialists, at St. James’s Place says: “Trump’s first 100 days of office, culminating with the recent “Liberation Day”…
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The Royal Mint Reports Record-Breaking Quarter as Gold Demand Surges
Investors seeking safe-haven assets amid economic uncertainty have driven online bullion coin revenue up 306% year-on-year. Insights from royalmint.com reveal silver and…
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Standard Life completes Sustainability Disclosure labelling implementation, investing close to £30billion via sustainability focused investment funds
Standard Life leads adviser marketplace by investing in labelled funds under SDR regime for its Future Advantage multi asset range, creating a…
