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…
5
‘The dinosaurs of the platform industry will go extinct’
There are some dinosaurs in the platform industry that will go extinct…
Plannr and Seccl launch first phase of CRM integration
Customer-relationship management (CRM) platform Plannr has announced the initial phase of its…
1
Paraplanners ‘should not worry’ about AI replacing them
Paraplanners should not worry about artificial intelligence (AI) replacing their jobs –…
3
AR, VR and ER have ‘huge potential’ to transform financial advice
Augmented reality (AR), extended reality (ER) and virtual reality (VR) all have…
Fintel completes £5.2m purchase of fund research agency RSMR
Fintel has completed the purchase of Rayner Spencer Mills Research (RSMR) for…
1
Dynamic Planner launches Financial Personality Insights to improve client understanding
Dynamic Planner, the UK’s leading digital financial advice platform, has launched a…
BareRock enhances vulnerability support for advice firms
Professional Indemnity Insurance (PII) provider BareRock has announced a strategic partnership with…
Quilter adopts VouchedFor’s client survey system to support advisers
Quilter Financial Planning has adopted VouchedFor’s client survey system, Elevation, to support…
1
LV= launches Embark-backed adviser platform
LV= has today (27 January) fully launched its ‘Platform Services’ option for…
Ed Dymott: Watch out for far-fetched AI promises
Artificial Intelligence (AI) is set to transform financial planning over the next…
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…
3
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…
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Take Money Marketing’s Christmas Quiz!
Deck the halls with boughs of holly, Money Marketing’s quiz is jolly!…
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…
Here’s a clever marketing trick to get you more referrals
NextWealth’s most recent Financial Advice Business Benchmark report is pretty stark about…
Mind the gap: Understanding sequence risk
Investing is often portrayed as a numbers game, where success boils down…
1
Trevor Greetham: Bond yields are rising for economic reasons
Government bonds underperformed other asset classes last year, posting a negative return…
1
Michael Browne: Reasons to be cheerful in 2025
There’s a fair bit of 90s nostalgia in the air. Although the…
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…
