Retirement
AJ Bell adds 27,000 platform customers during record-breaking quarter
AJ Bell enjoyed a record-breaking third quarter of the year, adding 27,000 customers to its dual platform business. The total...
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What can we expect from the FCA’s review of MPS?
Earlier this year, the FCA announced its intention to undertake a multi-firm review of MPS. While waiting for the regulator...
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Federal Reserve Releases New Report: Just 35% of Workers View Their Retirement Savings As On Track
The Federal Reserve just released its latest Report on the Economic Well-Being of U.S. Households, and one finding stands out:...
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Morningstar: Finding pockets of value in the US stock market
As markets rebound from their April lows, attention has returned to concerns over US equity valuations, particularly with the continued...
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Retirement Insecurity Is Hurting More Than Just Savings
______________________________________________Sources:1. American Psychological Association. (2022, October). Stress in America™ 2022: Concerned for the future, beset by inflation. https://www.apa.org/news/press/releases/stress/2022/concerned-future-inflation2. (2022, May...
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People, process and tech are key to success
Success in a financial advice firm means always looking for ways to improve. Whether it’s becoming more efficient, delivering a...
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Rachel Vahey: The clock is ticking on IHT reform
Rachel Vahey – Illustration by Dan Murrell The clock is ticking down towards the deadline of 6 April 2027 to...
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Robin Powell: The alpha illusion is costing investors
Robin Powell – Illustration by Dan Murrell Active fund managers love to talk about “alpha”: the extra return they claim...
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The Week in Brief – 14 July to 18 July
Money Marketing’s Weekly Must-Reads: Top 10 Stories Catch up on the key developments across financial services. St James’s Place prepares...
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Platform MPS market surges 27% a year since 2019
The UK’s platform model portfolio services (MPS) market has grown at an average annual rate of 27% since 2019, according...
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Latest News
Mantle price flashes multiple bullish reversal patterns, can it recover from January losses?
Mantle’s price has declined over 22% in the past two weeks, largely tracking a broader market correction. However, several emerging...
South Africa’s inflation rate edges up in December, as expected
South Africa’s inflation rate edges up in December, as expected
Galaxy plans to debut $100M hedge fund amid market pullback
Galaxy, the digital assets firm headed by Mike Novogratz, is aiming to launch a $100 million hedge fund that would...
EU lawmakers to vote on whether to launch legal challenge to Mercosur trade deal
EU lawmakers to vote on whether to launch legal challenge to Mercosur trade deal
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