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Investment

Increased workload is driving adviser outsourcing

DFM & Model Portfolios

Increased workload is driving adviser outsourcing

‘The responsibility is high, and advisers need further support’

clock 26 November 2024 • 2 min read
UK funds hit by £31.5bn in outflows so far in 2024

Investment

UK funds hit by £31.5bn in outflows so far in 2024

Passive UK-domiciled index funds gathered more than £14bn year-to-date

clock 26 November 2024 • 3 min read
AJ Bell CEO cautions chancellor over proposed pension IHT changes

ISAs

AJ Bell CEO cautions chancellor over proposed pension IHT changes

Michael Summersgill wrote to the Treasury over Budget shake-up

clock 25 November 2024 • 3 min read
Lessons from the titans of Spanish football: Taking a long-term view on Europe

Investment

Lessons from the titans of Spanish football: Taking a long-term view on Europe

Lessons for investors from Real Madrid and Barcelona

clock 25 November 2024 • 4 min read
Partner Insight: Are you prioritising fundamentals over election noise?

Equities

Partner Insight: Are you prioritising fundamentals over election noise?

With half the world facing elections this year, are investors being distracted by short-term noise and overlooking potential international opportunities?

clock 22 November 2024 • 5 min read
More than one in five UK adults lack confidence in inheritance planning

Tax Planning

More than one in five UK adults lack confidence in inheritance planning

Retirement planning and investments also areas where people lack confidence

clock 20 November 2024 • 1 min read
Chris Justham: To wrap or not to wrap?

Managed solutions

Chris Justham: To wrap or not to wrap?

In the words of Wu-Tang: 'Listen. The money's all that matters.'

clock 19 November 2024 • 3 min read
Advisers have opportunity to deepen private market engagement

Investment

Advisers have opportunity to deepen private market engagement

Most client allocations to private markets are either 5%-10% or 1%-5%

clock 18 November 2024 • 2 min read
Royal London cuts number of governed range portfolios

Investment

Royal London cuts number of governed range portfolios

Renaming remaining portfolios to reflect level of investment risk

clock 18 November 2024 • 1 min read
Government publishes Pensions Investment Review interim report and launches DC and LGPS consultations

Pensions

Government publishes Pensions Investment Review interim report and launches DC and LGPS consultations

Report published as Reeves delivered inaugural Mansion House speech

clock 15 November 2024 • 4 min read
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