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Today’s News
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Podcast #114: Helping clients step out of the cash comfort zone and into investing, with AJ Bell’s Laura Suter
In this latest episode of IFA Talk, Sue and Jenny explore a challenge that financial advisers frequently face—helping… Read more
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Moneyfarm’s Richard Flax on navigating volatility and why diversification is key
It’s been a noisy couple of weeks in the markets, driven by concerns about slower economic growth, particularly… Read more
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Data must be guiding star as industry approaches crypto’s regulatory crossroads
It seems we have reached a crossroads around how cryptocurrencies will be regulated moving forward. US watchdogs are… Read more
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Hargreaves Lansdown: Supreme caution among central bankers amid global tariff turmoil
According to a market report from Hargreaves Lansdown, eyes now turn to the Fed’s interest rate decision later… Read more
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Three ways to improve current sentiment for AIM
Following changes to the inheritance tax treatment of AIM shares, Quilter Cheviot, the wealth manager, has identified three… Read more
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BlackRock: Seizing growth opportunities in frontier markets
The geopolitical landscape continues to shift, with supply chains being redrawn and political alliances changing. This environment will,… Read more
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ClearBridge Investments: Renewables under Trump likely better than expected
While the new Trump administration creates elevated risk as it shifts clean energy policy, our view is that… Read more
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Private markets: Sarasin’s Alastair Baker highlights attractions of such alternative thinking for wealth managers
With private markets expanding at a rapid pace and public listings becoming less attractive, wealth managers must rethink… Read more
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Q4 data caps off a strong 2024 for advised platforms reports lang cat, despite increase in outflows
Q4 2024 caps off a strong year for advised platforms according to the lang cat’s latest Advised platform… Read more
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The Genomic Revolution – from incremental to exponential growth. Fascinating insight from Ark Invest Europe’s Bhushan
Scientific revolutions tend to happen gradually—until, suddenly, they don’t. According to Rahul Bhushan (pictured), Managing Director at ARK… Read more
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Latest Publications
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Are emerging markets entering a new investment era? | Wealth DFM 24 | June/July 2026
Welcome to the Summer edition of Wealth DFM Magazine. With tensions still ongoing in the Middle East, along with heightened…
