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Financial Adviser Investment News & Insights

Catch-up on the latest insights, opinions news, information, data and guidance on personal finance topics drawn from a diverse collection of sources including affiliated and non-affiliated financial services publications. This content is not intended to provide tax, legal, insurance or investment advice and should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security or investment by any Fidelity entity or any third-party. Please note that the views expressed are valid at the time of publishing.

Insights and opinions

Expert opinions on markets, trends and financial planning.

Autumn Budget: inheritance tax and other possible changes

A round up of potential changes and how they could impact you and your client…


Marianna Hunt

Marianna Hunt

Fidelity International

Pension freedoms and the road ahead

What key opportunities for advice firms may be going forward?


Paul Squirrell

Paul Squirrell

Head of Retirement and Savings Development

New retirement income approaches gaining in popularity

Drawdown has largely been acknowledged as the ‘winner’ in terms of product si…


Paul Squirrell

Paul Squirrell

Head of Retirement and Savings Development

Fidelity Adviser Solutions press releases

Catch the latest news and developments.

Standard Life and Fidelity International build on strategic partner…

Standard Life and Fidelity International build on strategic partnership with …


Press Releases

Press Releases

London

IFA DNA study reveals record growth ambitions among advisers, with …

Fidelity Adviser Solutions, Fidelity International’s adviser platform, has pu…


Press Releases

Press Releases

London

Fidelity Adviser Solutions and Conquest complete first integration

Fidelity Adviser Solutions and Conquest complete first integration of Conques…


Press Releases

Press Releases

London