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Investment

Herald shareholders overwhelmingly vote against all eight Saba proposals

Investment Trusts

Herald shareholders overwhelmingly vote against all eight Saba proposals

First of the seven Saba meetings

clock 22 January 2025 • 6 min read
Chris Justham: 'Fixed interest is sexy. What a time to be alive'

Fixed Income

Chris Justham: 'Fixed interest is sexy. What a time to be alive'

Who would have guessed bonds would would pique so much interest?

clock 21 January 2025 • 3 min read
Target market tops criteria for MPS selection in 2024 as advisers prioritise suitability

DFM & Model Portfolios

Target market tops criteria for MPS selection in 2024 as advisers prioritise suitability

Advisers move from performance to target market as most crucial factor

clock 20 January 2025 • 2 min read
PA Working Lunch: Orbis on risk and return from the bottom up

Investment

PA Working Lunch: Orbis on risk and return from the bottom up

Join PA and Orbis on Wednesday for an informative online session

clock 20 January 2025 • 1 min read
Quilter's WealthSelect rebalances in response to bond market

Investment

Quilter's WealthSelect rebalances in response to bond market

Following recent government bond market performance

clock 17 January 2025 • 1 min read
FOS favours Pathlines Pensions SIPP clients in first post-rebrand cases

Pensions

FOS favours Pathlines Pensions SIPP clients in first post-rebrand cases

SIPP operator failed to carry out due diligence, FOS finds

clock 17 January 2025 • 2 min read
2025 investment trends: The updated reality in wealth management

Economics / Markets

2025 investment trends: The updated reality in wealth management

'The future of wealth management will lie in personalisation'

clock 16 January 2025 • 4 min read
PA Awards 2025: Multi-asset shortlists revealed

Investment

PA Awards 2025: Multi-asset shortlists revealed

The industry’s best in balanced, high yield, adventurous and cautious funds

clock 15 January 2025 • 2 min read
UK inflation lowers to 2.5% in December

Economics / Markets

UK inflation lowers to 2.5% in December

Down from 2.6% in November

clock 15 January 2025 • 2 min read
The art of rebalancing: Looking under the bonnet of MPS

Managed solutions

The art of rebalancing: Looking under the bonnet of MPS

How rebalancing portfolios works in practice

clock 14 January 2025 • 10 min read
234
Most read
01

Brooks Macdonald completes Lift buy

03 February 2025 • 2 min read
02

Investment trusts: What the Saba saga means for advisers

03 February 2025 • 4 min read
03

Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
04

Advisers face growing pressure to justify platform switches - The Lang Cat

03 February 2025 • 1 min read
05

Why the Lifetime ISA should not be scrapped

03 February 2025 • 4 min read
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