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Advised clients’ tax concerns growing due to uncertainty


By Jack Gray

Advised clients’ tax concerns are on the rise amid widespread confusion over rules and allowances, research commissioned by Wealthtime has shown


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Emerging Market Debt: Entering a new era of growth

From risk to global opportunity—EMD is no longer a niche—it's a cornerstone for investors seeking diversification and resilience.


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Equity index tracker fund demand drives positive retail flows in January

Net retail fund sales recorded inflows of £484m in January, driven by investor demand for equity index trackers, data from the Investment Association (IA) has revealed

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Women as engaged with investing as men but lack confidence

Women are as likely as men to be engaged with investing but are less likely to feel confident about managing investments, according to Rathbones

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People moves: Canaccord Wealth, Quanta Group, and Openwork

The latest appointments in the wealth management industry

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Private banks risk missing ‘$100trn+ opportunity’ amid rise in women’s wealth

Private banks are at risk of missing an over $100trn opportunity as many are failing to adapt their approaches to women’s financial needs, according to a report from HSBC Private Bank

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AJ Bell launches three new portfolios in Gilt MPS range

AJ Bell Investments has expanded its Gilt MPS range with the addition of three new portfolios amid a ‘surge’ in adviser demand

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MoneyAge Awards 2026: Open for entries

Entries for the MoneyAge Awards 2026 are now open for firms across the personal finance space serving clients across the UK

Advise Wise launches Referral Hub to support advisers

Later life sourcing platform Advise Wise has added to its adviser offering with the launch of its new Referral Hub

A quarter of UK adults lack confidence in accessing trustworthy advice

More than one in four (26 per cent) adults in the UK do not feel confident about how or where they could access trustworthy financial advice if they needed it, research from Opinium has found
FCA posts warning on firm’s ‘unsuitable’ financial advice

The Financial Conduct Authority (FCA) has issued a warning that HDH Investment Services may have given unsuitable financial advice to some of its customers

Addepar launches native AI ‘experience’ for its platform

Addepar has launched its new native artificial intelligence (AI) ‘experience’, Addison, which has been embedded within the platform

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