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2 weeks 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 weeks 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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3 weeks 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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4 weeks ago | 
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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1 month ago | 
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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1 month ago | 
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.
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Nov 13, 2024 | 
moneymarketing.co.uk | Darius McQuaid |Tony Wickenden |Chris Jones |Momodou Musa Touray
The confidence in UK adults’ ability to have enough capital during retirement has dropped since last year. This is according to Nucleus UK Retirement Confidence Index which found that overall confidence is 4.6 in 2024 down from 6.9 in 2023. Nucleus technical services director Andrew Tully said last year the figure was higher than the company expected it to be. The research from last year has been expanded to include UK adults from the age 18+ whereas last year it was based on adults over 50.
