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Money Marketing
1 小时
Government ‘doing its best to scare people’ into bad decisions
This government “seems to be doing its best to scare people to make bad decisions”. Strategic Wealth Partners managing ...
Money Marketing
3 小时
What do advisers want to see when they switch platforms?
Selecting the right platform is a bit like building a house: if the foundations aren’t stable then you’re in serious trouble ...
Money Marketing
5 小时
Aviva completes £1.5bn annuity transaction
Aviva has completed a £1.5bn bulk purchase annuity full-scheme buy-in with the Michelin Pension and Life Assurance Plan. The ...
Opinion
Money Marketing
6 小时
Opinion
Nic Cicutti: FCA consolidation review is too little too late
For the FCA to step in now on consolidation seems a spectacular example of shutting the stable door after multiple horses ...
Opinion
Money Marketing
9 小时
Opinion
Editor’s View: If financial advice is so rewarding, why don’t more people know about it?
A recent Investec survey found 49% of financial advisers and planners intended to retire within the next five years, while 35 ...
Money Marketing
9 小时
The Morning Briefing: A round-up of news from MMI London
Good morning and welcome to your Morning Briefing for Wednesday 9 October 2024. To get this in your inbox every morning click ...
Money Marketing
9 小时
Scottish Widows launches flexible income protection product
Scottish Widows has launched a flexible income protection product to help bridge the gender protection gap. The product has been designed to be simple and easy to understand for established protection ...
Money Marketing
1 天
‘Selling your advice firm should be the the last option’
Advice firm owners should only sell their business as a last resort, according to Roderic Rennison, partner at Catalyst ...
Money Marketing
1 天
FOS and FCA should work together on simplified advice
Simplified advice can only be achieved if the Financial Ombudsman Service (FOS) and the Financial Conduct Authority (FCA) ...
Money Marketing
1 天
Nucleus: Are more female advisers the key to more women taking advice?
If estimates from The Centre of Economics and Business Research are correct, women will hold 60% of the UK’s wealth from next ...
Money Marketing
1 天
Advisers are ‘flip flopping’ due to the upcoming Budget
Due to the upcoming Budget on 30 October, financial advisers are “flip flopping” their approach to clients based on what is ...
Opinion
Money Marketing
1 天
Opinion
Is time up for the self-employed adviser?
If your business relies heavily on self-employed advisers, now might be a good time to start looking at alternative business ...
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