Advisers Advisers Weekend Essay: Why I think an adviser should apply to The ApprenticeBy Darius McQuaid I have been watching BBC One’s The Apprentice for some time now.…
Investments Investments Don’t follow the herd: Investment opportunities in a struggling ChinaBy Natalie Tysoe Herd mentality is a well-documented behavioural bias when it comes to investing.…
Advisers Advisers Business Diary of an aspiring adviser: Most clients want peace of mind, which makes this job so rewardingBy Samuel Allen My latest diary entry comes at a busy time, with tax-year-end planning…
2 Advisers Advisers Business Pensions Poll: Will the LoA process ever be reformed?By Money Marketing A new whitepaper by the Pension Lab has estimated that £442m is…
MMTV Advisers Money Marketing Weekly Wrap-Up – 22 Apr to 26 AprBy Kimberley Dondo Explore the newest top stories from Money Marketing! This week’s featured highlights…
Protection Advisers Business Protection IPTF: The power of plot twistsBy Jo Miller What was your favourite fairy tale? When asked this question, most people…
The Morning Briefing The Morning Briefing: HMRC repaid record £198m on pension withdrawals; Most clients want peace of mindBy Momodou Musa Touray Good morning and welcome to your Morning Briefing for Friday 26 April…
Pensions Pensions HMRC repaid record £198m on flexible pension withdrawals By Momodou Musa Touray A record £198m was repaid on flexible pension withdrawals for the tax…
Protection Advisers Business Protection iPipeline hires new CFO to accelerate strategic growthBy Momodou Musa Touray IPipeline has appointed technology industry veteran Adam Boone as chief financial officer.…
Protection Protection Scottish Friendly records highest sales in 162-year historyBy Momodou Musa Touray Scottish Friendly has recorded its highest business sales in the mutual’s 162-year…
3 Diversity Advisers Business Diversity Advisers urged to shout about their profession to improve diversityBy Lois Vallely The advice profession and the wider financial services community must do more…
Business Business Company news Mattioli Woods shareholders give green light to £432m Pollen Street dealBy Lois Vallely Mattioli Woods has received shareholder approval for its acquisition by Pollen Street…
Pensions Pensions Regulation Claire Trott: Lost in post-lifetime allowance quagmireBy Claire Trott As we try and settle into the new post-lifetime allowance (LTA) world,…
Advisers Advisers Quarter of divorcees will consult a financial adviserBy Darius McQuaid A quarter (25%) of divorcees will consult a financial adviser on separation…
Technology Advisers Business Technology SJP academy head: Treading the technology tightropeBy Andy Payne Integrating technology while maintaining a personal touch remains a delicate balancing act…
Technology Advisers Technology Ian McKenna: Technology and psychology’s magic formulaBy Ian McKenna One of my favourite conferences to attend each year is the human-first…
2 Pensions Pensions Regulation John Moret: Forming a lifeline for millions cast adrift in retirementBy John Moret There has been a lot of coverage of the recent Financial Conduct…
3 Investments Investments Politics Ros Altmann: Government must up urgency on restoring domestic investor supportBy Ros Altmann British investors have abandoned UK equity markets. Such neglect has pushed valuations…
Advisers Advisers Weekend Essay: Keeping those wedding costs in checkBy Tom Browne Next month, my long-term girlfriend and I are finally tying the knot.…
MMTV Advisers Money Marketing Weekly Wrap-Up – 15 Apr to 19 AprBy Kimberley Dondo Discover the latest top stories from Money Marketing! This week’s highlights include…
MMTV Advisers Money Marketing Weekly Wrap-Up – 08 Apr to 12 AprBy Kimberley Dondo Explore the latest top stories from Money Marketing! This week’s highlights feature…
MMTV Advisers Money Marketing Weekly Wrap-Up – 01 Apr to 05 AprBy Kimberley Dondo Check out the newest top stories from Money Marketing! This week’s highlights…
MMTV Advisers Money Marketing Weekly Wrap-Up – 18 Mar to 22 MarBy Kimberley Dondo Discover the latest top stories from Money Marketing! This week’s highlights feature…
Advisers Advisers Business Living with autism as a financial adviserBy Amanda Newman Smith Colour was an interesting theme for this year’s Autism Acceptance Week, which…
Technology Advisers Business Regulation Technology Here’s what an AI adviser will look like in three years: Client onboardingBy Paul Miles Thinking about the artificial intelligence (AI) adviser of the future, we can…
Investments Investments ARC: Lies, damned lies and performance statisticsBy Graham Harrison Whether reviewing proposals from discretionary managers, comparing fund factsheets or browsing the…
Protection Advisers Protection Industry must prevent joint life cover from being a tool for economic abuseBy Amanda Newman Smith The UK lags other countries in addressing this issue, but insurers can…
5 ESG Business ESG Investments MM Meets… Jasper Berens: ‘I thought: this is the moment’By Lois Vallely CCLA’s Jasper Berens recalls the event that fortified his decision to move…
Investments Advisers Business Investments MM Meets… Tyndall Investment Management CEO Alex Odd: ‘I had no ambition at all to run a business’By Darius McQuaid The firm, which the CEO founded almost by accident, believes in asking…
Business Advisers Business Company news Distribution Investments Pensions Platforms Protection Regulation Technology Highlights from our 2023 MM Meets interview seriesBy Dan Cooper Money Marketing’s MM Meets – an interview series with high-profile players at…
Fidelity International Why bond investors should be thinking about durationBy Caitlin Jordan Kris Atkinson and Shamil Gohil, portfolio managers of the Fidelity Short Dated…
Fidelity International Why short-dated corporate bonds are a natural next step for cash investorsBy Caitlin Jordan With holders of cash potentially about to be caught out by cuts…
Fidelity International Investment grade credit: The sweet spot in fixed income?By Caitlin Jordan With rate cuts looking increasingly likely, could fixed income investors benefit from…
Fidelity International In a passive dominated market, why consider active for short dated bonds?By Caitlin Jordan As markets reach an inflection point in the interest rate cycle, investors…
Fidelity International The best of both: blending active and passive strategiesBy Caitlin Jordan While the ‘active versus passive’ debate so often claims headlines across our…
Fidelity International Where next for cash investors as rates peak?By Caitlin Jordan Ben Deane, Investment Director, Fixed Income – Fidelity International Following the meteoric…