Using a partner’s pension as a financial-planning tool
The Organisation for Economic Co-operation and Development recently warned the UK government…
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…
1
Can you ‘borrow’ discretionary management permissions?
Only a Financial Conduct Authority-authorised firm with FCA permission ‘managing investments’ can…
Pensions outlook: Navigating change and uncertainty in 2025
As we welcome in 2025 and look ahead at the year, the…
Investment outlook: Exploring 2025 through a multi-asset lens
It’s been a bumpy ride in markets over the past few years,…
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Take Money Marketing’s Christmas Quiz!
Deck the halls with boughs of holly, Money Marketing’s quiz is jolly!…
CGT planning at the end of a pivotal year
Capital gains tax (CGT) receipts rose sharply in October ahead of the…
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How widening inequalities signal a warning for the UK pension system
The government has made a commitment to “tackle all the inequalities that…
2
Don’t underestimate Consumer Duty changes to fair value
In days gone by, assessing the value of a service was a…
1
How to turn exam setbacks into success
We spend a lot of time focusing on celebrating when someone passes…
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How will FCA’s new financial inclusion remit reshape Consumer Duty?
The Treasury wrote to the Financial Conduct Authority last month to recommend…
Here’s a clever marketing trick to get you more referrals
NextWealth’s most recent Financial Advice Business Benchmark report is pretty stark about…
What Trump 2.0 means for private equity
Donald Trump’s victory in the US presidential election has stirred significant response…
2
How ‘most valuable’ IHT exemption could help clients prepare for pensions raid
The introduction of pension freedoms provided a generous opportunity to use pension…
Roderic Rennison: 10 common mistakes to avoid when selling your firm
When it comes to selling businesses, over 70% of all transactions fail…
Ending client relationships: Are your disengagement processes in order?
The Consumer Duty requires firms to act in good faith, avoid foreseeable…
What motivates clients to hire an adviser?
What makes someone decide they need a financial adviser? As you might…
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Beneath the surface of the FCA/FOS ‘modernisation’ attempt
Friday’s joint call for input from the Financial Ombudsman Service (FOS) and…
Everything you need to know about disabled persons trusts
The term ‘disabled persons trust’ is frequently used to describe any trust…
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Using VCTs to improve business-owner clients’ tax efficiency
With an ever-changing tax landscape to contend with, one of the biggest…
Phil Bray: Five big risks worth taking with your marketing
When we take a chance, good things happen. A few months ago,…
Adrian Boulding: How to advise on windfall investment gains
October saw the UK host a major investment summit aimed at attracting…
Participation vs protection: How to invest in a late-cycle environment
Markets are displaying many of the hallmarks of the late part of…
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Behind the Headlines: Advice tech is great… when it works
In the summer, I seriously considered replacing my iPhone 14 with an…
The Morning Briefing: UK crypto traders banking on Trump, Transact and CURO launch new integration
Good morning and welcome to your Morning Briefing for Tuesday 4 February…
UK crypto traders banking on Trump for major gains
UK crypto traders are optimistic about major gains this year, with many…
Transact and CURO automate adviser-fee reconciliation
Transact and CURO have launched a new integration that automates the reconciliation…
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…
Gilt selloff: Return of Truss 2.0?
The ongoing global government bond selloff has pushed 30-year gilt yields to…
Fidelity’s Mike Riddell: Mixed picture facing global fixed income investors
Authors: Mike Riddell and Tim Foster, portfolio managers, Fidelity Strategic Bond Fund…
Navigating bond markets in a volatile post-election market
Kris Atkinson, portfolio manager, Fidelity Short Dated Corporate Bond Fund It might…
