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opinion

Are passive bonds living off an equity market reputation?

Fixed Income

Are passive bonds living off an equity market reputation?

'A further complication is that bond indices generally have much higher turnover'

clock 23 December 2025 • 4 min read
2025 reflections: How strong companies trumped politics

Investment

2025 reflections: How strong companies trumped politics

Fears of an AI market bubble persist

clock 23 December 2025 • 3 min read
Preparing for 2029: Adapting to the Budget's salary sacrifice cap

Pensions

Preparing for 2029: Adapting to the Budget's salary sacrifice cap

'While this policy alters the landscape, it arguably represents an adjustment rather than a fundamental reform'

clock 22 December 2025 • 3 min read
'Worrying disconnect': Advisers at risk of being painted as SDR missing link

Green

'Worrying disconnect': Advisers at risk of being painted as SDR missing link

Why 2026 must be the year of knowing your client - fully

clock 22 December 2025 • 6 min read
Budget winners: Why EIS expansion matters for advisers

VCTs / EIS

Budget winners: Why EIS expansion matters for advisers

Five generous tax reliefs

clock 19 December 2025 • 4 min read
To 2p or not 2p: Income tax rate changes explained

Tax planning

To 2p or not 2p: Income tax rate changes explained

'Income tax rate changes, but not the ones we were expecting'

clock 18 December 2025 • 6 min read
Dear Santa: Henry Cobbe's festive fund wish-list

DFM & Model Portfolios

Dear Santa: Henry Cobbe's festive fund wish-list

He knows if you’ve been bad or good, so be good for goodness sake…

clock 18 December 2025 • 5 min read
Why human connection remains central in a digitally enabled advice sector

Your profession

Why human connection remains central in a digitally enabled advice sector

'It is clear that the sector is moving through a significant period of transformation'

clock 17 December 2025 • 3 min read
Women, wealth, and worry: How to close the retirement gender gap

Pensions

Women, wealth, and worry: How to close the retirement gender gap

Julia Peake explores the retirement gender gap and suggests how it can be closed...

clock 16 December 2025 • 4 min read
2025: Reflecting on a 'sustained wave' of regulation

Regulation

2025: Reflecting on a 'sustained wave' of regulation

The FCA has issued 34 consultation papers this year

clock 16 December 2025 • 4 min read
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