From Investment IQ. The trend towards incorporating passive funds in managed portfolios shows no sign of slowing down, driven by the promise of cost efficiency and simplicity. As investors seek more affordable ways to diversify their holdings, passive funds have become a go-to solution. With lower management fees and fewer active decisions, these funds provide an accessible route to market exposure without the high costs often associated with active management. But how does this growing reliance on passive strategies impact portfolio performance, and are investors truly seeing the savings? Morningstar. 🔗 Read the full article on Investment IQ: https://incm.pub/4eRfaBA #financialadviser #investment #investmentmanagement #finance
Professional Adviser
Book and Periodical Publishing
For the latest news and updates for financial advisers and paraplanners.
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Welcome to Professional Adviser's LinkedIn page. For the latest news and updates for financial advisers and paraplanners.
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http://www.professionaladviser.com/
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Updates
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From Investment IQ. A surprisingly strong US jobs report for September, with 254,000 new jobs added, has shifted expectations for the Federal Reserve's next rate move. The robust labour market has led analysts to believe that the Fed may opt for a smaller, 25 basis point rate cut in November, instead of the previously anticipated larger cuts. With unemployment edging down and job growth remaining resilient, the Federal Reserve appears poised to proceed cautiously with its monetary policy adjustments. Morningstar 🔗 Read the full article on Investment IQ: https://incm.pub/48bxJyb #financialadviser #investment #investmentmanagement #finance
Strong jobs data could signal smaller Fed rate cut
investmentiq.co.uk
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Capital gains tax hike 'when, not if' in Autumn Budget. An increase in capital gains tax (CGT) in the upcoming Autumn Budget now seems more a matter of "when" and "by how much" than “if”, according to Quilter tax and financial planning expert Rachael Griffin TEP FPFS. Check out Sahar Nazir's latest article 👇 https://incm.pub/3Nnlll2 #financialadviser #investment #investmentmanagement #finance
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Overstretched: Is there a solution to the adviser's dilemma? IFAs may not be born businesspeople but they don't really have to be, writes Andrew Goodwin Check out Andrew Goodwin's latest article 👇 https://incm.pub/4eR9tUe #financialadviser #investment #investmentmanagement #finance
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Career satisfaction among advisers picks up this year. Career satisfaction among advisers has increased this year, Fidelity Adviser Solutions has found. Check out Isabel Baxter's latest article 👇 https://incm.pub/4dEub8F #financialadviser #investment #investmentmanagement #finance
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Industry expresses concern over potential pension changes in Budget. Industry professionals are “extremely concerned” about pension changes in the upcoming Budget later this month. Check out Sahar Nazir's latest article 👇 https://incm.pub/4dHF4XA #financialadviser #investment #investmentmanagement #finance
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Can the upcoming pensions review finally tackle retirement adequacy? Patrick Mill looks at Labour's pension review and share what he wants to come from it... Check out Patrick Mill’s latest article👇 https://incm.pub/3NkAiVd #financialadviser #investment #investmentmanagement #finance
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Feel Good Friday: GSB partners with women networking club Mumble Forum Wealth management group GSB has partnered with Mumble Forum a London-based women networking club. Alison Whatnall, Monique Vega Hodgson. Check out Jen Frost's latest article 👇 https://incm.pub/44JyIDW #financialadviser #investment #investmentmanagement #finance
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Chartered planning firm links up with Legal & General to offer MPS. Employee-owned Chartered financial planning firm Blue Sky Financial Planning Ltd has partnered with Legal & General’s (L&G) asset management division to deliver its model portfolio service (MPS). Gary Neild, Ben Cherrington. Check out Isabel Baxter's latest article 👇 https://incm.pub/3Y0jt6O #financialadviser #investment #investmentmanagement #finance
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Advisers want IHT rule changes following The Labour Party's victory. More than a third (34%) of advisers and planners would like to see changes to inheritance tax (IHT) rules following The Labour Party’s general election victory, according to Fidelity International. Check out Sahar Nazir's latest article 👇 https://incm.pub/401mI0u #financialadviser #investment #investmentmanagement #finance