Transact and CURO automate adviser-fee reconciliation
Transact and CURO have launched a new integration that automates the reconciliation…
Lang Cat updates functionality on platform-switching tool
Financial consultancy Lang Cat has updated the functionality on its Analyser adviser…
Brooks Macdonald makes LIFT co-founder CEO of financial planning
Brooks Macdonald has made LIFT-Financial Group co-founder Michael Holden its chief executive…
5
‘The dinosaurs of the platform industry will go extinct’
There are some dinosaurs in the platform industry that will go extinct…
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FOI request reveals steep drop in DA applications since 2020
Applications for direct authorisation (DA) are on the decline, data obtained from…
Hoxton Wealth appoints commercial director for the Americas
International independent financial advisory firm, Hoxton Wealth – Americas has announced the appointment…
FCA to survey firms on how it regulates financial-services sector
The Financial Conduct Authority is launching a survey into how it regulates…
Plannr and Seccl launch first phase of CRM integration
Customer-relationship management (CRM) platform Plannr has announced the initial phase of its…
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Paraplanners ‘should not worry’ about AI replacing them
Paraplanners should not worry about artificial intelligence (AI) replacing their jobs –…
ARC Research launches benchmark MPS Index to give IFAs ‘clarity’ on performance
ARC Research has launched ARC Managed Platform Solutions (MPS) Indices to give…
3
AR, VR and ER have ‘huge potential’ to transform financial advice
Augmented reality (AR), extended reality (ER) and virtual reality (VR) all have…
4
SJP ongoing advice review ‘progressing as planned’
St. James’s Place has said work to review its ongoing advice charges…
Should you work on your emotional intelligence?
One topic starting to crop up more in the advice sector is…
How to build an online personal brand when starting out in advice
Knowing a social-media presence can make you more employable in the advice…
Do you need a social-media brand to get a job in advice?
Researching financial products and services online before buying has become second nature…
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Can AI help advisers practise difficult conversations?
Difficult conversations go with the territory for financial advisers. Helping clients live…
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Can you ‘borrow’ discretionary management permissions?
Only a Financial Conduct Authority-authorised firm with FCA permission ‘managing investments’ can…
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Take Money Marketing’s Christmas Quiz!
Deck the halls with boughs of holly, Money Marketing’s quiz is jolly!…
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Don’t underestimate Consumer Duty changes to fair value
In days gone by, assessing the value of a service was a…
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How to turn exam setbacks into success
We spend a lot of time focusing on celebrating when someone passes…
Here’s a clever marketing trick to get you more referrals
NextWealth’s most recent Financial Advice Business Benchmark report is pretty stark about…
Noel Butwell: Making space for doing more
How do we protect and unlock advisers’ capacity, whether in terms of…
Clive Waller: Surveying the retirement planning landscape
To the surprise of many, especially in the financial planning world, George…
Nick Eatock: Embracing AI in financial advice
When intelliflo recently asked advice firms for their views on artificial intelligence…
