Advisers Advisers Business Company news Canaccord Genuity acquires £900m Cambridge-based IFA firm By Momodou Musa Touray Canaccord Genuity Group has acquired financial planning firm Cantab Asset Management for…
1 Pensions Pensions Politics Regulation Weekend Essay: Millions of Brits risk sleepwalking into a retirement shockBy Momodou Musa Touray We are just five weeks away from the general election and the…
Regulation Advisers Business Regulation Staff surveys ‘critical’ to demonstrate Consumer Duty complianceBy Lois Vallely Staff surveys will play an “essential role” for financial advice firms in…
1 Business Business Company news People moves PFS appoints first independent chairBy Lois Vallely The Personal Finance Society board has announced the appointment of Piers White…
MMTV Advisers Money Marketing Weekly Wrap-Up – 27 May to 31 MayBy Kimberley Dondo Your weekly update from Money Marketing! This week’s highlights include the shocking…
Pensions Pensions Political parties urged to include pension reforms in manifestosBy Darius McQuaid Three quarters (75%) of workers are more likely to vote for a…
Stewardship and responsible investment report from Royal London Asset ManagementBy Caitlin Jordan
The Money Marketing Podcast Advisers Podcast: Millions of Brits risk sleepwalking into a retirement shockBy Kimberley Dondo In this week’s Weekend Essay, Momodou Musa Touray explores the looming retirement…
Investments Bonds Investments What you need to know about blue bonds, as water risks intensifyBy Matt Lawton Issuance of sustainable debt has exploded over the past decade, as investors…
2 Business Advisers Business Tarnia Elsworth: Shake up your social-media strategyBy Maria Merricks We use social media constantly as an advice firm. We have done…
The Morning Briefing: CMA probes Nationwide-Virgin Money deal; Financial professionals must be ‘ahead of AI curve’By Momodou Musa Touray Good morning and welcome to your Morning Briefing for Friday 31 May…
1 Business Investments Mortgages CMA launches probe into Nationwide-Virgin Money dealBy Momodou Musa Touray The Competition and Markets Authority (CMA) has launched an investigation into Nationwide…
1 Technology Advisers Business Distribution Platforms Technology David Ferguson: Connected utopia is closer than you thinkBy David Ferguson Let’s imagine for a moment what a genuinely connected technology ecosystem could…
Technology Technology Financial professionals must be ‘ahead of AI curve’, PFS insistsBy Lois Vallely It is time for financial professionals to “get ahead of the artificial…
Royal London Pensions & Protection Podcast Advisers Pensions Protection Pensions and Protection Podcast: Boosting Workplace Pension ValueBy Kimberley Dondo Join us for the first episode in our new series of Royal…
Investments Alternatives Investment trusts Investments Mark Dampier: A positive way to play ‘misunderstood’ private equityBy Mark Dampier I wanted to do something a bit different for this column and…
Politics Advisers Business Economy Investments Pensions Politics Regulation Rachel Vahey: Five issues for pensions and savings ahead of general electionBy Rachel Vahey As prime minister Rishi Sunak stood on the doorstep of Number 10…
3 Investments Advisers Business Company news Distribution Investments Robin Powell: Stephen Bird was fighting a losing battle at AbrdnBy Robin Powell Managing the England football team is supposed to be an impossible job.…
5 Regulation Advisers Business Regulation FCA ongoing services review: Time to be concerned?By Maria Merricks Unless you have been on a prolonged holiday and have turned off…
3 Investments Investments Politics Andy Bell: Pulling at the threads of ill-conceived UK IsaBy Andy Bell The road to hell is paved with good intentions. The proposed UK…
The Money Marketing Podcast Advisers MM Talks: Episode 1 – Financial Advice in 2024By Kimberley Dondo Join us for a casual conversation with Lois Vallely and Kimberley…
MMTV Advisers Money Marketing Weekly Wrap-Up – 20 May to 24 MayBy Kimberley Dondo Your Money Marketing weekly update: In this week’s edition, Hargreaves Lansdown rejects…
MMTV Advisers Money Marketing Weekly Wrap-Up – 13 May to 17 MayBy Kimberley Dondo Your Money Marketing Weekly Update: In this week’s edition, we’re covering some…
MMTV Advisers Money Marketing Weekly Wrap-Up – 06 May to 10 MayBy Kimberley Dondo Your Money Marketing Weekly Update! This week’s featured highlights include the evolving…
Advisers Advisers Business Regulation Technology Warning to candidates using AI for exam supportBy Catriona Standingford A test of ChatGPT’s sample mock questions and technical responses found those…
1 Regulation Advisers Business Regulation Technology Are you prioritising financial crime prevention in time for new government rules?By Julie Hardie Financial crime is an ever-present threat in the UK, as criminals continue…
Tax Tax Loan trusts on death: Everything you need to knowBy Neil MacLeod Loan trusts are one of the most flexible trusts when it comes…
2 Business Advisers Business Does disclosing fees online win or lose clients?By Phil Bray A few weeks ago, I chatted with an adviser who told me…
Investments Advisers Business Company news Distribution Investments MM Meets… Andrea Montague: ‘Every business needs to focus on the areas it’s good at’By Lois Vallely The Brooks Macdonald CFO discusses listing a 250-year-old firm, being on the…
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…
1 Royal London Unlocking opportunities and navigating challenges: advising high net worth clients on protectionBy Caitlin Jordan Jon Fuller, Head of Specialist Protection at Royal London, considers the nuances…
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…