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News

Multi-asset sentiment indicator: Interest up for small and mid-caps

Multi-Asset

Multi-asset sentiment indicator: Interest up for small and mid-caps

'The consensus outlook for inflation and interest rates has shifted'

clock 12 June 2024 • 8 min read
Majority of un-advised with stock investments have no financial plan

Your profession

Majority of un-advised with stock investments have no financial plan

‘Many are realising the need for expert financial support in later life’

clock 12 June 2024 • 1 min read
'Major issues': DWP must resolve pension transfer problems

Pensions

'Major issues': DWP must resolve pension transfer problems

Quilter presses DWP to take ‘urgent action’ over transfer delays

clock 12 June 2024 • 3 min read
Targeted support could lift 5 million people out of advice gap

Your profession

Targeted support could lift 5 million people out of advice gap

‘Targeted support could move the dial and present business opportunities’

clock 12 June 2024 • 1 min read
OBR shows UK growth flatlined in April as general election looms

Markets

OBR shows UK growth flatlined in April as general election looms

Challenges PM's claims 'the economy has turned a corner'

clock 12 June 2024 • 1 min read
Getting timely client responses a 'significant challenge' for advisers

Your profession

Getting timely client responses a 'significant challenge' for advisers

‘Onerous and time-consuming’ admin a barrier to effective communication

clock 12 June 2024 • 1 min read
Women in Financial Advice Awards 2024: Entries closing today!

Your profession

Women in Financial Advice Awards 2024: Entries closing today!

Awards ceremony on 6 November at London’s Marriott Grosvenor Square

clock 12 June 2024 • 1 min read
Consumer Duty has changed what advisers prioritise in MPS

DFM & Model Portfolios

Consumer Duty has changed what advisers prioritise in MPS

Greater focus on value for money investments and scrutiny on fees

clock 11 June 2024 • 1 min read
ValidPath supports Herefordshire-based IFA firm Winnell Douglas

Companies

ValidPath supports Herefordshire-based IFA firm Winnell Douglas

Part of the IFA network’s ‘succession solution’ programme

clock 11 June 2024 • 2 min read
IFA firms risk future complaints over high-risk decumulation funds

Income

IFA firms risk future complaints over high-risk decumulation funds

High-risk multi-asset funds regularly used for decumulation clients

clock 10 June 2024 • 2 min read
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