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Investments

Pound falls as poll shows Conservative lead shrinking

Sterling drops to two-week low against the dollar as YouGov poll shows Conservatives' lead over Labour down to just five points.

The top 15 DFMs advisers turned to in 2016

Research firm Defaqto has named the most popular discretionary fund managers in its annual survey.

Are there still Brexit bargains to be had?

UK domestic stocks have recovered ground after being hit by the Brexit vote, but some believe they are still too cheap.

New passive products require higher level of expertise

Passive investing is famed for its simple approach but new products such as the quadruple-leveraged ETF present new risks that investors need be aware of and qualified to handle.

Outsourcing: Mark Eaton of Absolute Financial Management

The Kent-based firm has used DFMs for around six years as the client bank has grown to such an extent it requires specific areas of expertise, so it uses LGT Vestra’s bespoke portfolios

Petrofac tumbles as exec suspended amid fraud probe

Oilfield services firm's shares go into freefall as chief operating officer suspended amid Serious Fraud Office investigation.

My last trade: five wealth managers' recent investments

How five wealth managers have invested recently.

Investors hung out to dry as erratic Trump fails to deliver

Confidence in US equities has been shaken after a strong start under president Trump.

Fidelity International’s Rossi to step down as investment chief

Fidelity International’s Dominic Rossi is to wind down his role as chief investment officer (CIO) for global equities at over the coming year.

My asset allocation: Passives have sax appeal for Wiltshere IFA

Financial planner and musician Tony Capener, of Chilvester Financial, likes the low cost the consistency of objectives found in index funds.

Video pick
Play Vanguard looks to grow retirement clients with target funds

Vanguard looks to grow retirement clients with target funds

Vanguard chief economist Peter Westaway says the firm’s recently launched retirement funds, which adjust asset allocations over time, offer a low-cost solution for advisers and clients.

Play CEO tapes: 'Is this government business orientated?'

CEO tapes: 'Is this government business orientated?'

In the final part of our series the four fund bosses discuss how Brexit could impact their businesses.

NMA Profile
Adviser Profile: Keri Carter of Broadway Financial Planning

Adviser Profile: Keri Carter of Broadway Financial Planning

Keri Carter has reinvented and reinvigorated Broadway Financial Planning, all from an idyllic setting overlooking the Cotswolds, and she is now looking to secure the future of the firm