Fintel completes £5.2m purchase of fund research agency RSMR
Fintel has completed the purchase of Rayner Spencer Mills Research (RSMR) for…
National advice firm Shackleton cuts platform fees as growth ramps up
National advice firm Shackleton has cut its platform fees for existing and…
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Standard Life CEO Andy Curran to retire in 2025
Standard Life CEO Andy Curran has announced he will retire in the…
Chief risk officers emerge as strategic boardroom partners, says report
Chief risk officers (CROs) in UK financial-services firms are increasingly shifting from…
UK companies paid out £92.1bn in dividends in 2024
UK companies paid out £92.1bn in dividends in 2024, 2.3% higher on…
Titan expands international presence with Jersey-based purchase
Titan Wealth has acquired Jersey-based Advisa Wealth to strengthen its international financial-planning…
Transact names new CEO as Jonathan Gunby retires
Transact chief executive Jonathan Gunby has announced he will retire from the…
M&G Investments brings in ex-AXA boss as new CFO
M&G has appointed Marcello Arona as chief financial officer of its asset…
GSB names new COO as growth continues ‘at pace’
Global wealth management group GSB has hired Hugh Johnson as its chief…
Positivity on personal finances ‘jumps’ from same time last year
Three fifths (60%) of people in the UK are positive about their…
Wren Sterling chair Darby stepped down at the end of 2024
Wren Sterling executive chairperson Ian Darby left the nationwide independent financial planner…
Sesame Bankhall appoints DA distribution director
Sesame Bankhall Group (SBG) has appointed Claire Cherrington as directly authorised (DA)…
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…
Here’s a clever marketing trick to get you more referrals
NextWealth’s most recent Financial Advice Business Benchmark report is pretty stark about…
Roderic Rennison: 10 common mistakes to avoid when selling your firm
When it comes to selling businesses, over 70% of all transactions fail…
Phil Bray: Five big risks worth taking with your marketing
When we take a chance, good things happen. A few months ago,…
How to give cyber security the priority treatment it deserves
In an increasingly digital world, cyber security should be at the top…
Where does coaching fit into the advice process?
We often hear questions around how financial coaching can and should be…
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Does disclosing fees online win or lose clients?
A few weeks ago, I chatted with an adviser who told me…
Fair game or no go: Was this recruiter’s approach unethical?
Advice firms often turn to recruitment firms when they have roles to…
Amanda Ford: The power of a three-year business plan
In a world where the financial advice sector evolves at breakneck speed,…
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Weekend Essay: Could we really change the world?
I was so excited to vote for the first time when I…
What is meant by ‘scaling a business’?
Scaling a business is one of those phrases that advisers who run…
MM Talks: 2025 financial trends, challenges and adviser insights
Welcome to the first MM Talks episode of 2025! Join Kimberley…
Money Marketing Weekly Wrap-Up – 27 Jan to 31 Jan
Money Marketing’s Weekly Must-Reads: Top 10 Stories This week, pensions experts react…
Money Marketing Weekly Wrap-Up – 20 Jan to 24 Jan
Money Marketing’s Weekly Must-Reads: Top 10 Stories This week, Ros Altmann discusses…
Money Marketing Weekly Wrap-Up – 13 Jan to 17 Jan
Money Marketing’s Weekly Must-Reads: Top 10 Stories This week has been a…
Bonds of Contention: Unravelling the volatility in UK Gilts
Gilts have been in the spotlight as part of the recent global…
Short dated credit continues to offer value
Fidelity Short Dated Corporate Bond portfolio managers Kris Atkinson and Shamil Gohil…
All-in yields remain attractive in sterling corporate bond markets
Fidelity Sterling Corporate Bond portfolio managers Ian Fishwick and Kris Atkinson share…
