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Financial Advice
Navigating the great wealth transfer
The great wealth transfer represents opportunity and risk in equal measure for financial advisers. Vanguard’s Warwick Bloore looks at how they can navigate the transfer to ensure the best client outcomes...
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Financial Advice
Unlocking diversification in model portfolios: The Schroder Alternative Portfolio
Portfolio manager Ryan Paterson explores how the Schroder Alternative Portfolio is helping investors achieve greater resilience and diversification through a disciplined, multi-manager approach.
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Financial Advice
Unpacking the Autumn Budget: what advisers need to know
Join Downing’s post-Budget webinar for essential insights.
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Financial Advice
Unlocking growth: estate planning for a new generation of clients
Explore how frozen IHT allowances and pension reforms are reshaping estate planning - and how advisers can meet evolving client needs.
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Financial Advice
Managing Capital Gains Tax more effectively with Rathbones Model Portfolio Service
Rathbones’ Andrea Yung, Investment Director, discusses a smarter structure to reduce unnecessary crystallisation and simplify planning.
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Financial Advice
MPS personalisation is coming to advisers and their clients
MPS has transitioned from simple offerings to all-round solutions, and this evolution has better consideration of advisers’ needs and wants reflected in their design.
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Financial Advice
Weighing the risks and opportunities of Mag-7 dominance
The global stock market's concentration in a small number of mega-cap U.S. technology stocks, notably the Magnificent Seven, is raising systemic risk concerns among investors.
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Financial Advice
The dollar dilemma: combatting hidden risks
Despite ongoing political uncertainty and a sharp decline in the value of the dollar, US equities have continued their upward trajectory. However, with stock valuations hovering near historic highs, some...
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Financial Advice
Why model portfolios keep winning advisers
L&G Fund Manager Francis Chua discusses the rise of model portfolio services, their dual identity as product and service, and what advisers are really looking for in long-term partnerships.
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Financial Advice
How have active funds been managed through financial market shocks?
In an environment of market volatility, a resilient investment strategy hinges on active management and a consistent investment process.
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Financial Advice
The value of personalised advice
The question ‘what is the true value of financial advice?’ is of huge importance to financial advisers. According to Vanguard, the answer must consider several key points.
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Financial Advice
Infrastructure is the key to unlocking AI success
The desire for more compute hardware and data centres presents exciting opportunities for investors.
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