In March 2024, the FCA concluded a thematic review (TR24/1) into retirement income advice.
Interestingly, within this review, they found that...
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You will have likely woken up to the news that global stock markets have fallen sharply. This appears to be because... -
You will have seen that the Bank of England (BoE) cut interest rates by 0.25% today, the first cut since...
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It is conventional wisdom that investment decisions are usually informed by an assessment of the investor’s willingness to take risk...
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As one may suspect, we are often among the first companies called by an investment business when a fund manager...
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Yesterday, it was announced that the UK will hold a general election on July 4th 2024. We can understand how...
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One of the most common questions we receive from our clients revolves is whether to remain in cash or transition...
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The “Magnificent Seven” Stocks - Our View and Portfolio Exposure – Fundhouse Adviser InsightsMarket InsightThe concentration in the S&P 500 of just seven names – Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla is...
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As a UK citizen, it is certainly worrying that we have our fourth Chancellor and (soon to be) third prime...
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In today’s blog, we look back at the many meetings that we have had with fund groups discussing ESG. Although...
