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1 week ago | 
moneymarketing.co.uk | Chris Jones |Dan Cooper
I know I don’t look old enough, but I started in this industry in the industrial branch, as many in a certain generation did (the proverbial ‘Man from the…’ for the younger reader). In those days and throughout the 90s how and what data was collected and what information management wanted reported was different from the 21st century.
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2 months ago | 
moneymarketing.co.uk | Kimberley Dondo |Chris Jones
Good morning and welcome to your Morning Briefing for Wednesday 9 April 2025. To get this in your inbox every morning click here. Hoxton’s growth driveAfter spending the first five years focusing on building Hoxton Wealth and “making it a place where people wanted to work”, chief executive Chris Ball hasn’t looked back. Until 2024, the main aim was to concentrate on growing organically.
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2 months ago | 
moneymarketing.co.uk | Alex Hughes |Momodou Musa Touray |Chris Jones
Quarterly reports, in-person meetings, and earnings calls have long-defined investment practices. However, a new wave of investors are changing the landscape. For this generation, known as ‘Generation Z’, investing represents a new gold rush and a keyway to build wealth. These investors seek transparency and social consciousness, often relying on non-traditional information sources. Unlike previous generations, Gen Z actively seeks multiple income streams.
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2 months ago | 
moneymarketing.co.uk | Dan Cooper |Chris Jones
Good morning and welcome to your Morning Briefing for Thursday 3 April 2025. To get this in your inbox every morning click here. Pace of acquisition slows The pace of acquisition in the advice space fell marginally in 2024, with 127 publicly announced deals compared with 134 in 2023, research by NextWealth has revealed.
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Mar 26, 2025 | 
moneymarketing.co.uk | Chris Jones |Momodou Musa Touray
Most of us have worked through the financial crisis, Brexit, the pandemic and now “a more uncertain world”, with trade and wars on our own continent. One of the roles of the government is to prepare the country and population to be able to deal with these shocks. The FCA’s new five-year strategy refers to personal financial shocks. Today’s (26 March) Spring Statement has shifted the responsibility from the state to our industry to support individuals through their personal shocks.
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Mar 4, 2025 | 
moneymarketing.co.uk | Dan Cooper |Chris Jones |Claire Trott |Lyndon White
Abrdn has announced it is changing its name back to Aberdeen to “remove distractions”. The asset manager has put the vowels back in after its controversial – and much mocked – rebrand in 2021. The news was revealed in the firm’s annual results, published this morning (4 March). “We will deliver by looking forward with confidence and removing distractions’,” CEO Jason Windsor said. “To that end, we are changing our name to Aberdeen group plc.
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Feb 26, 2025 | 
moneymarketing.co.uk | Chris Jones |Kimberley Dondo
At some point in life, the joy of looking forward to things begins to be replaced by the joy of reflecting on things that have happened – not just due to your linear passage through life, but also through the experience of realising your goals. Say you work hard for a pay rise, a promotion, a bonus or even a capital event, there is a period of focus and elation when you know it has happened. Then there’s the reality of just having a healthier bank account, for a little while at least.
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Jan 22, 2025 | 
moneymarketing.co.uk | Momodou Musa Touray |Robin Powell |Chris Jones
Financial planning firm Fairstone has partnered with global wealth manager J.P. Morgan Asset Management on a new Managed Portfolio Service (MPS) range. The partnership will see Fairstone utilise J.P. Morgan Asset Management’s global equity and global bond capabilities as core components of its new NOVA MPS range. The NOVA MPS will provide institutional-grade investment capabilities to retail clients at institutional pricing, at 55 basis points.
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Jan 21, 2025 | 
moneymarketing.co.uk | Darius McQuaid |Momodou Musa Touray |Chris Jones
Perspective Financial Group has added £375m of assets under advice with the acquisition of five more firms in December 2024. The latest deals bring the total amount of acquisitions it made last year to 29. The group has snapped up Stockport-based Hallidays Wealth Management, Foinaven Asset Management in Ashbourne, Tony Fenton & Sons in Caistor and PW Financial Management in Cheadle.
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Jan 21, 2025 | 
moneymarketing.co.uk | Chris Jones |Tim Riseborough |Jess Franks |Momodou Musa Touray
The financial advice profession is facing a critical challenge: an adviser shortage at a time of increasing demand for financial advice. While an ageing workforce and growing client needs provide important context, one issue is that many individuals with qualifications, such as the Level 4 Diploma, are not transitioning into client-facing roles. Instead, they often take on other roles within the industry, such as paraplanners, compliance officers or technical specialists.
