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“US Market Reaction To Possible Second Trump Term Appears Unperturbed – For Now”
In the list of things to worry about, especially those on which you can have absolute influence,...
“More than a third of pots non-advised when entering drawdown”
Three headlines this week which should give rise to at least a bit of concern amongst the adviser...
“Call for system overhaul as HMRC pays back £42mn in pension tax”
Next year’s budget (who knows who’ll be presenting that) will be the tenth anniversary of ‘Pension...
“Quarter of divorcees will consult a financial adviser”
If you’re an adviser, and have been so for any length of time, it’s pretty much inevitable that...
“Generation Z is unprecedentedly rich”
Don’t you just love a good survey? I suspect there are more readers who have Gen Z children than...
“78% of UK workers would quit due to stress, study finds”
Back in one day or another, we used to arrange many more income protection policies. They pay if...
“‘Financial planning for polyamorous relationships is not any different'”
Well, here’s a thing, a thing that I have to say I didn’t realise was a thing. A polyamorous...
“‘Investors ignore geopolitics at their own risk'”
‘What about all this in the Middle East?’, I’m often asked in words to that effect, ‘what’s that...
“‘Millennial clients require a different style of advice'”
Don’t we all love to pigeonhole, about as much as we hate to be pigeonholed. It’s fair to say that...
“FCA to take action against Neil Woodford and WIM”
It’s ten years now since Neil Woodford launched his own fund management company. He was seen as a...
“LSEG report: Most active funds are underperforming their benchmarks”
So-called ‘tracker’ or ‘passive’ funds have become very much more sophisticated in recent years,...
“Shell CEO warns the firm may ditch ‘undervalued’ London listing – reports”
The amount held in UK shares by most managed portfolios, which seek to provide an international...
“SJP shares crash after it sets aside £426m for advice fee refunds”
There has been a fair amount of schadenfreude amongst many advisers over the high-profile woes of...
“US labour market continues to show resilience with 303,000 jobs added in March”
Good news is not, of course, always good news. The US economy is doing well, higher interest rates...
“The secret behind the world’s happiest country”
Finland has been voted the world’s happiest country by its citizens for the fourth successive...