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Money Marketing
16 小时
Can AI help advisers practise difficult conversations?
Soft skills are often taught and practised through face-to-face role-playing, but there are drawbacks. These sessions can be ...
Money Marketing
18 小时
The Morning Briefing: Geopolitics top concern for advisers and Foster Denovo expands ...
Good morning and welcome to your Morning Briefing for Wednesday 8 January 2025. To get this in your inbox every morning click ...
Money Marketing
18 小时
Foster Denovo expands in Scotland with £87m IFA acquisition
Foster Denovo has acquired Verum Wealth, adding £87m of assets under advice to its recently established Glasgow hub. The ...
Money Marketing
14 小时
Positivity on personal finances ‘jumps’ from same time last year
Three fifths (60%) of people in the UK are positive about their finances for 2025, which is an increase from 52% who said the ...
Opinion
Money Marketing
13 小时
Opinion
RIAAT set to make PII challenges even worse in 2025
In the short term, RIAAT may bring even more challenge to the PII insurance landscape. But over the longer term we could see ...
Opinion
Money Marketing
19 小时
Opinion
Ian McKenna: Planning for new data legislation must take priority this year
New legislation, rapidly progressing through parliament, is destined to have a major impact on the advice market.
Money Marketing
15 小时
Titan hires head of sales from Succession Wealth
Titan Wealth has hired Scott Hamilton as head of sales for its discretionary investment arm. Hamilton will lead the push to ...
Opinion
Money Marketing
19 小时
Opinion
Robin Powell: Watch out for Woodford the sequel
January 2025 marks the fifth anniversary of the closure of the Woodford Equity Income Fund (WEIF). More than 300,000 ...
Money Marketing
18 小时
Geopolitics and volatility top concern for advisers
Geopolitics and market volatility are the top concerns for advisers in 2025, according to latest research from Scottish Widows. In the face of a volatile UK equities market, the research shows ...
Money Marketing
1 天
Can you ‘borrow’ discretionary management permissions?
Advisers need to understand who the provider is of any discretionary management solution they recommend, who is sitting ...
Money Marketing
1 天
Setul Mehta launches social media company for advisers
Financial services industry expert Setul Mehta has launched a social media management company dedicated to supporting the UK ...
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