Podcasts
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Podcast #73: How finding your niche can help you make a difference to your clients with Chartered Financial Planners Ian MacKendrick and Stephen Farnfield
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Being part of a financial advice firm that has a clear mission that you can be proud of is sure…
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Aveni extends wealth and compliance platform into consumer agentic AI for financial services
Aveni have announced a £12 million funding round led by PXN Ventures, and supported by existing investors Puma Growth Partners, Lloyds Banking…
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PIMCO: The quiet erosion beneath US growth
In the latest Macro Signposts, PIMCO’s Tiffany Wilding covers how although the US economy looks strong on the surface, fragilities are increasing. She discusses the various…
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Why UK firms still see US as growth market
For UK firms weighing their next phase of growth, the US remains one of the most compelling markets in the world. Myrna…
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Simpler climate reporting rules could save firms £20m annually
Investment firms could save around £20m a year under new proposals from the Financial Conduct Authority (FCA) to simplify climate reporting for investment products. The…
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Rising yields and the end of a winning streak
In this issue of the “IBKR Economic Landscape” from José Torres, Senior Economist at Interactive Brokers, José discusses how climbing yields are…
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J. Safra Sarasin: We expect no policy rate changes anytime soon
Following the energy price shock after the invasion of Ukraine in 2022, the SNB increased its policy rate by 250 basis points…
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deVere Group: Next Labour leader could trigger massive wealth exodus
Britain risks accelerating the “largest millionaire exodus in the developed world” if the next Labour leader pursues wealth taxes and exit taxes…
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April sees £1.5 billion inflows as investors return to North American equities
Inflows of £1.5 billion were recorded in April, a slight increase on March’s £1.3 billion and a sixth consecutive month of inflows,…
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PIMCO View from the Investment Committee with Dan Ivascyn
In this new View from the Investment Committee video, Dan Ivascyn (Group CIO) discusses the market implications of rising geopolitical tensions in…
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Global millionaire population hit record 25.3 million in 2025
The 30th edition of the Capgemini Research Institute’s World Wealth Report 2026, published today, found an 8.7% increase in global high-net-worth individual [1] (HNWI) wealth in…
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